Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $1,015,913,364 | 2,126,988 | 0.01 | 0.01 | 134,072 | 6.73 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $499,542,039 | 1,143,640 | 0.01 | 0.01 | 28,938 | 2.60 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $413,308,311 | 8,628,566 | 0.01 | 0.01 | 458,981 | 5.62 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $395,517,011 | 5,195,285 | 0.01 | 0.01 | -226,598 | -4.18 | 12-31-2023 |
