Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG INTL STK ETF | 51 | $887,000 | 633 | 0.66 | 0.66 | -13,381 | -95.48 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 52 | $873,000 | 936 | 0.65 | 0.17 | -504 | -35.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P600 | 53 | $821,000 | 1,421 | 0.61 | 0.63 | -17,249 | -92.39 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 54 | $800,000 | 4,414 | 0.59 | 0.57 | 364 | 8.99 | 03-31-2024 |
