Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRIGHTWORTH 10-28-2022 09-30-2022 126 933,419,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
iShares Core MSCI Total Intl Stk ETF CORE MSCI TOTAL 1 $166,022,000 3,260,447 17.79 19.13 130,872 4.18 09-30-2022
iShares S&P 500 CORE S&P500 ETF 2 $149,016,000 415,493 15.96 15.15 42,876 11.51 09-30-2022
Vanguard Muni Bnd Tax TAX EXEMPT BD 3 $65,616,000 1,363,024 7.03 4.72 481,932 54.70 09-30-2022
Technology Select Sector SPDR TECHNOLOGY 4 $61,666,000 519,160 6.61 7.04 2,329 0.45 09-30-2022
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