Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 01-29-2024 | 12-31-2023 | 826 | 375,374,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE | INT-TRM U.S TRES | 51 | $962,808 | 19,365 | 0.00 | 0.00 | 32 | 0.17 | 12-31-2023 |
| ISHARES CORE | CORE MSCI EAFE | 52 | $935,013 | 13,291 | 0.00 | 0.00 | 3,816 | 40.27 | 12-31-2023 |
| AMAZON COM | COM | 53 | $911,643 | 6,000 | 0.00 | 0.00 | 9 | 0.15 | 12-31-2023 |
| ISHARES U S | US TREAS BD ETF | 54 | $911,568 | 39,565 | 0.00 | 0.00 | 3,320 | 9.16 | 12-31-2023 |
