Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KWMG LLC | 04-10-2024 | 03-31-2024 | 127 | 913,959,916 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $46,112,375 | 919,122 | 0.01 | 0.01 | 8,744 | 0.96 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 2 | $31,366,633 | 133,028 | 0.00 | 0.00 | 54 | 0.04 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 3 | $28,295,809 | 181,488 | 0.00 | 0.00 | 1,822 | 1.01 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 4 | $27,694,726 | 320,244 | 0.00 | 0.00 | 8,671 | 2.78 | 03-31-2024 |
