Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BFSG LLC | 04-23-2024 | 03-31-2024 | 783 | 757,358,109 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 551 | $23,005 | 646 | 0.00 | 646 | +Inf | 03-31-2024 | |
| PARKER-HANNIFIN CORP | COM | 552 | $22,788 | 41 | 0.00 | 41 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | 553 | $22,620 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| VERTEX PHARMACEUTICALS INC | COM | 554 | $22,573 | 54 | 0.00 | 54 | +Inf | 03-31-2024 |
