Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1834 INVESTMENT ADVISORS CO | 01-11-2024 | 12-31-2023 | 225 | 837,161,765 |
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 | $5,687,389 | 138,379 | 0.00 | 0.00 | -26,294 | -15.97 | 12-31-2023 |
| ISHARES TR | S&P SML 600 GWT | 52 | $5,563,470 | 44,458 | 0.00 | 0.00 | -687 | -1.52 | 12-31-2023 |
| AMAZON COM INC | COM | 53 | $5,441,768 | 35,815 | 0.00 | 0.00 | -8,864 | -19.84 | 12-31-2023 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 54 | $5,423,835 | 106,308 | 0.00 | 0.00 | 1,192 | 1.13 | 12-31-2023 |
