Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS CONSULTING LLC | 01-31-2024 | 12-31-2023 | 485 | 295,225,503 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $57,727,353 | 132,160 | 0.02 | 0.02 | 6,875 | 5.49 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $34,457,502 | 148,115 | 0.01 | 0.01 | 17,190 | 13.13 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $28,717,434 | 192,090 | 0.01 | 0.01 | 13,169 | 7.36 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $21,412,344 | 291,126 | 0.01 | 0.01 | 22,680 | 8.45 | 12-31-2023 |
