Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TORTOISE INVESTMENT MANAGEMENT LLC | 02-08-2023 | 12-31-2023 | 814 | 771,001,211 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 51 | $4,260,645 | 149,812 | 0.00 | 0.00 | 25,311 | 20.33 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 52 | $4,058,045 | 47,247 | 0.00 | 0.00 | 10,735 | 29.40 | 12-31-2023 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 53 | $4,048,482 | 80,057 | 0.00 | 0.00 | 17,489 | 27.95 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 54 | $3,863,642 | 84,803 | 0.00 | 0.00 | -6,720 | -7.34 | 12-31-2023 |
