Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COOPER FINANCIAL GROUP 04-02-2020 03-31-2020 152 239,903,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR US TREAS BD ETF 1 $29,758,000 1,062,390 12.40 10.81 21,368 2.05 03-31-2020
ISHARES TR MSCI ACWI ETF 2 $23,527,000 376,013 9.81 11.44 15,251 4.23 03-31-2020
SPDR SERIES TRUST PORTFOLIO LR ETF Liquidated $0 0 8.16 6.36 134,542 33.25 03-31-2020
SPDR SER TR PORTFOLIO S&P500 4 $18,420,000 608,924 7.68 608,924 +Inf 03-31-2020
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