Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEAM HEWINS LLC | 05-03-2024 | 03-31-2024 | 369 | 727,763,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHIPOTLE MEXICAN GRILL INC | COM | 51 | $1,651,046 | 568 | 0.00 | 0.00 | -100 | -14.97 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 52 | $1,649,376 | 14,189 | 0.00 | 0.00 | -1,605 | -10.16 | 03-31-2024 |
| WALMART INC | COM | 53 | $1,530,455 | 25,349 | 0.00 | 0.00 | 17,063 | 205.93 | 03-31-2024 |
| VANGUARD WORLD FD | ESG US CORP BD | 54 | $1,496,100 | 23,842 | 0.00 | 0.00 | -341 | -1.41 | 03-31-2024 |
