Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESTATE COUNSELORS LLC | 01-23-2024 | 12-31-2023 | 118 | 809,830,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $75,789,278 | 319,489 | 0.01 | 0.01 | 99,325 | 45.11 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 2 | $63,543,535 | 1,089,380 | 0.01 | 1,089,380 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 3 | $56,447,573 | 732,895 | 0.01 | 0.00 | 515,990 | 237.89 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $40,272,950 | 129,545 | 0.00 | 0.00 | 75,040 | 137.68 | 12-31-2023 |
