Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS LLC | 08-09-2024 | 06-30-2024 | 399 | 4,006,578,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $1,025,794,930 | 3,834,604 | 0.03 | 0.02 | 76,063 | 2.02 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2 | $370,059,216 | 6,310,696 | 0.01 | 0.01 | 156,147 | 2.54 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | 3 | $125,949,409 | 1,297,511 | 0.00 | 0.00 | 65,489 | 5.32 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $122,711,995 | 245,359 | 0.00 | 0.00 | 44,818 | 22.35 | 06-30-2024 |
