Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PALADIN ADVISORY GROUP LLC | 05-08-2024 | 03-31-2024 | 226 | 126,458,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO AGRGTE | 51 | $1,232,452 | 49,239 | 0.00 | 0.00 | 679 | 1.40 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 52 | $1,228,266 | 15,446 | 0.00 | 0.00 | -1,585 | -9.31 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 53 | $960,910 | 6,140 | 0.00 | 0.00 | -260 | -4.06 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 54 | $936,110 | 16,213 | 0.00 | 0.00 | -31 | -0.19 | 03-31-2024 |
