Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSS ADAMS WEALTH ADVISORS LLC | 05-07-2024 | 03-31-2024 | 250 | 622,396,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $181,791,272 | 699,466 | 0.03 | 699,466 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P SCP ETF | 2 | $77,663,762 | 702,712 | 0.01 | 702,712 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 3 | $66,211,159 | 1,130,848 | 0.01 | 1,130,848 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | US INFR DEV ETF | 4 | $34,012,590 | 854,373 | 0.01 | 854,373 | +Inf | 03-31-2024 |
