Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
APRIEM ADVISORS 02-14-2024 12-31-2023 151 748,498,562
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LRG CAP ETF 1 $108,320,227 1,920,571 0.01 0.01 144,798 8.15 12-31-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 2 $52,608,770 715,279 0.01 0.01 21,479 3.10 12-31-2023
APPLE INC COM 3 $50,277,075 261,139 0.01 0.01 1,479 0.57 12-31-2023
SPDR SER TR BLOOMBERG 1-3 MO 4 $33,927,441 371,238 0.00 0.00 13,053 3.64 12-31-2023
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