Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NICOLET ADVISORY SERVICES LLC 02-13-2024 12-31-2023 320 929,894,647
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PRTFLO S&P500 VL 1 $144,527,111 3,098,780 0.02 0.02 -300,993 -8.85 12-31-2023
SPDR SER TR PRTFLO S&P500 GW 2 $111,237,357 1,760,642 0.01 0.01 -154,180 -8.05 12-31-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 3 $54,010,034 742,406 0.01 0.01 -48,278 -6.11 12-31-2023
ISHARES TR CORE S&P TTL STK 4 $30,257,585 292,853 0.00 0.00 -19,841 -6.35 12-31-2023
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