Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HEFREN-TILLOTSON INC 04-07-2022 03-31-2022 13 522,532,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES core SP MCP ETF ETF 1 $228,430,000 851,269 43.72 43.44 -2,256 -0.26 03-31-2022
ISHARES TR CORE SP SCP ETF ETF 2 $91,452,000 847,716 17.50 17.58 -6,028 -0.71 03-31-2022
VANGUARD VALUE ETF ETF 3 $51,188,000 346,379 9.80 8.75 15,586 4.71 03-31-2022
ISHARES CORE SP500 ETF ETF 4 $41,068,000 90,520 7.86 7.53 2,773 3.16 03-31-2022
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