Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 08-13-2024 | 06-30-2024 | 609 | 6,262,588,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $513,919,210 | 7,998,743 | 0.01 | 0.01 | 215,701 | 2.77 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 2 | $279,129,015 | 5,214,441 | 0.00 | 0.00 | 202,241 | 4.03 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $272,828,454 | 729,468 | 0.00 | 0.00 | 4,282 | 0.59 | 06-30-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 4 | $254,805,066 | 1,020,772 | 0.00 | 0.00 | -2,719 | -0.27 | 06-30-2024 |
