Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUTHLAND EQUITY PARTNERS LLC | 04-12-2024 | 03-31-2024 | 215 | 356,230,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $1,224,049 | 6,111 | 0.00 | 0.00 | 1,463 | 31.48 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 52 | $1,207,564 | 15,750 | 0.00 | 0.00 | 48 | 0.31 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 53 | $1,174,765 | 11,815 | 0.00 | 0.00 | 463 | 4.08 | 03-31-2024 |
| HOME DEPOT INC | COM | 54 | $1,157,491 | 3,017 | 0.00 | 0.00 | -9 | -0.30 | 03-31-2024 |
