Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AGILIS PARTNERS LLC | 02-08-2024 | 12-31-2023 | 26 | 380,054,365 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $117,797,996 | 496,577 | 0.03 | 496,577 | +Inf | 12-31-2023 | |
| Vanguard Total Stock Market ET | ETF | Liquidated | $0 | 0 | 31.07 | 34.95 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 3 | $56,065,727 | 699,510 | 0.01 | 699,510 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | SCHWAB US BD MKT ETF | 4 | $50,305,028 | 903,629 | 0.01 | 903,629 | +Inf | 12-31-2023 |
