Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT ADVISORY GROUP LLC | 04-29-2024 | 03-31-2024 | 158 | 241,866,003 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 51 | $1,037,057 | 24,828 | 0.00 | 0.00 | -736 | -2.88 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 52 | $966,993 | 5,399 | 0.00 | 0.00 | 398 | 7.96 | 03-31-2024 |
| ISHARES TR | U.S. TECH ETF | 53 | $960,809 | 7,114 | 0.00 | 0.00 | 115 | 1.64 | 03-31-2024 |
| PROLOGIS INC. | COM | 54 | $940,970 | 7,226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
