Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 02-09-2024 | 12-31-2023 | 670 | 2,341,426,302 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 51 | $6,872,251 | 162,695 | 0.00 | 162,695 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | US QTLY DIV GRT | 52 | $6,819,056 | 94,630 | 0.00 | 94,630 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI USA ESG SLC | 53 | $6,245,243 | 60,633 | 0.00 | 60,633 | +Inf | 12-31-2023 | |
| VANGUARD STAR FDS | VG TL INTL STK F | 54 | $6,083,321 | 106,222 | 0.00 | 106,222 | +Inf | 12-31-2023 |
