Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DIMEO SCHNEIDER & ASSOCIATES LLC 02-11-2021 12-31-2020 80 269,070,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CRE U S REIT ETF 1 $48,936,000 1,010,876 18.19 18.03 325,625 47.52 12-31-2020
VANGUARD INDEX FDS LARGE CAP ETF 2 $39,556,000 225,083 14.70 20.38 -9,377 -4.00 12-31-2020
VANGUARD BD INDEX FDS TOTAL BND MRKT 3 $37,183,000 421,621 13.82 20.11 45,550 12.11 12-31-2020
VANGUARD INDEX FDS SMALL CP ETF 4 $20,565,000 105,635 7.64 10.09 -8,743 -7.64 12-31-2020
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