Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1301 | $178,420 | 785 | 0.00 | 0.00 | 720 | 1107.69 | 12-31-2023 |
ZRC WEALTH MANAGEMENT LLC | COM NEW | 1302 | $166,030 | 760 | 0.00 | 760 | +Inf | 03-31-2024 | |
6 MERIDIAN | COM NEW | 1303 | $235,000 | 747 | 0.02 | 0.02 | 6 | 0.81 | 12-31-2021 |
DAGCO INC | COM NEW | 1304 | $169,104 | 744 | 0.00 | 744 | +Inf | 12-31-2023 |