Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOUR CAPITAL ADVISORS LLC | 04-15-2024 | 03-31-2024 | 278 | 403,755,655 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SM CP VAL ETF | 501 | $232,061 | 1,237 | 0.00 | 1,237 | +Inf | 03-31-2024 | |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 502 | $231,445 | 4,450 | 0.00 | 4,450 | +Inf | 03-31-2024 | |
| COUPANG INC | CL A | 503 | $227,875 | 12,500 | 0.00 | 12,500 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI USA MIN VOL | 504 | $223,695 | 2,700 | 0.00 | 2,700 | +Inf | 03-31-2024 |
