Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINION INVESTMENT ADVISORS LLC | 11-06-2023 | 09-30-2023 | 156 | 154,000,825 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO INTRMD | 51 | $713,349 | 22,682 | 0.00 | 22,682 | +Inf | 09-30-2023 | |
| ISHARES TR | CORE S&P500 ETF | 52 | $685,800 | 1,597 | 0.00 | 0.00 | 533 | 50.09 | 09-30-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 53 | $685,795 | 18,071 | 0.00 | 0.00 | 7,702 | 74.28 | 09-30-2023 |
| INTERNATIONAL PAPER CO | COM | 54 | $679,074 | 19,145 | 0.00 | 0.00 | 2,358 | 14.05 | 09-30-2023 |
