Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SENDERO WEALTH MANAGEMENT LLC | 04-16-2024 | 03-31-2024 | 209 | 581,696,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $137,270,336 | 528,166 | 0.02 | 0.02 | -3,431 | -0.65 | 03-31-2024 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 2 | $40,994,805 | 707,661 | 0.01 | 0.01 | 154 | 0.02 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 3 | $27,208,337 | 235,979 | 0.00 | 0.00 | 1,127 | 0.48 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $19,035,066 | 126,119 | 0.00 | 0.00 | -582 | -0.46 | 03-31-2024 |
