Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 393 | 3,935,143,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $976,844,752 | 3,758,541 | 0.02 | 0.02 | 20,791 | 0.56 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2 | $360,964,271 | 6,154,549 | 0.01 | 0.01 | 200,712 | 3.37 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 3 | $120,664,250 | 1,232,022 | 0.00 | 0.00 | 180,967 | 17.22 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 4 | $104,342,532 | 1,709,132 | 0.00 | 0.00 | 91,079 | 5.63 | 03-31-2024 |
