Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORY SERVICES LLC | 04-25-2024 | 03-31-2024 | 952 | 933,733,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 701 | $182,218 | 760 | 0.00 | 0.00 | -6,946 | -90.14 | 03-31-2024 |
| U HAUL HOLDING COMPANY | COM | 702 | $181,683 | 2,690 | 0.00 | 2,690 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 703 | $179,637 | 2,611 | 0.00 | 0.00 | 2,301 | 742.26 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 704 | $179,596 | 2,667 | 0.00 | 0.00 | -72 | -2.63 | 03-31-2024 |
