Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANTE MORAN FINANCIAL ADVISORS LLC | 05-09-2024 | 03-31-2024 | 846 | 930,677,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | ETF | 1 | $441,709,892 | 918,889 | 0.05 | 0.04 | 44,102 | 5.04 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 2 | $97,322,049 | 1,939,846 | 0.01 | 0.01 | 139,972 | 7.78 | 03-31-2024 |
| VANGUARD EXTENDED MARKET ETF | ETF | 3 | $57,899,031 | 330,342 | 0.01 | 0.01 | 19,002 | 6.10 | 03-31-2024 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 4 | $45,708,373 | 424,799 | 0.00 | 0.01 | -60,158 | -12.40 | 03-31-2024 |
