Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINDSOR CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 111 | 322,477,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 51 | $1,642,310 | 1,239 | 0.00 | 0.00 | -101 | -7.54 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $1,617,149 | 9,967 | 0.00 | 0.00 | -189 | -1.86 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 53 | $1,561,861 | 19,557 | 0.00 | 0.00 | -264 | -1.33 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 54 | $1,406,070 | 33,662 | 0.00 | 0.00 | -243 | -0.72 | 03-31-2024 |
