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  Name: Altiora Financial Group LLC
  City: LEBANON
  State: OH
  Zip: 45036
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $368,276,000
  Total Value Change : $23,222,000
  Securities Held Change : 8
   
All Securities Held : 82
  New Positions : 10
  Closed Positions : 2
  Increased Positions : 19
  Unchanged Positions : 35
  Decreased Positions : 18

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 37 New $0.00 $1,098,000 34,750 0.3% 1,098,000 34,750 0.026    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust New $38.28 $481,000 11,884 0.13% 481,000 11,884 0.132    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 67 New $529.45 $354,000 676 0.1% 354,000 676 0    Closed - End Fund - E...
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 68 New $1,584.50 $343,000 201 0.09% 343,000 201 0.001    Business Software & S...
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 73 New $0.00 $275,000 8,000 0.07% 275,000 8,000 0.009    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 75 New $0.00 $267,000 9,825 0.07% 267,000 9,825 0.011    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 77 New $0.00 $236,000 8,776 0.06% 236,000 8,776 0.01    N/A
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 78 New $0.00 $226,000 4,964 0.06% 226,000 4,964 0    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 80 New $356.27 $219,000 598 0.06% 219,000 598 0    Farm & Construction M...
   (IBM)1 Year Chart         IBM International Business Mach... 81 New $169.03 $215,000 1,128 0.06% 215,000 1,128 0    Diversified Computer ...

      10 Records Found
  1    
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