Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 103 | 248,573,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 51 | $376,467 | 761 | 0.00 | 0.00 | 39 | 5.40 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 52 | $374,014 | 3,218 | 0.00 | 0.00 | 220 | 7.34 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 53 | $356,560 | 2,254 | 0.00 | 0.00 | -506 | -18.33 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 54 | $335,302 | 1,674 | 0.00 | 0.00 | 135 | 8.77 | 03-31-2024 |
