Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST FINANCIAL ADVISORS LLC | 04-11-2024 | 03-31-2024 | 154 | 466,161,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TYLER TECHNOLOGIES INC | COM | 51 | $585,643 | 1,378 | 0.00 | 0.00 | 14 | 1.03 | 03-31-2024 |
| ISHARES TR | MSCI USA ESG SLC | 52 | $567,139 | 5,195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 53 | $540,476 | 8,853 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 54 | $486,753 | 6,296 | 0.00 | 0.00 | -2,323 | -26.95 | 03-31-2024 |
