Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 01-29-2024 | 12-31-2023 | 524 | 544,159,961 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $196,606,090 | 450,106 | 0.04 | 0.03 | 48,049 | 11.95 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 2 | $68,102,076 | 968,047 | 0.01 | 0.01 | 21,149 | 2.23 | 12-31-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3 | $42,647,401 | 236,969 | 0.01 | 0.01 | 21,075 | 9.76 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $28,100,221 | 131,722 | 0.01 | 0.00 | 18,320 | 16.15 | 12-31-2023 |
