Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JANICZEK WEALTH MANAGEMENT LLC 10-13-2023 09-30-2023 1054 379,452,357
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $51,784,372 120,188 0.01 0.01 -414 -0.34 09-30-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $36,827,395 520,455 0.01 0.01 -7,282 -1.38 09-30-2023
ISHARES TR CORE US AGGBD ET 3 $29,525,430 313,967 0.01 0.01 14,652 4.90 09-30-2023
AMERICAN CENTY ETF TR INTL EQT ETF 4 $24,524,455 440,691 0.01 0.01 7,544 1.74 09-30-2023
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