Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC INVESTMENT ADVISORS / MI | 01-10-2024 | 12-31-2023 | 233 | 692,816,817 |
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 | $48,928,490 | 112,016 | 0.01 | 0.01 | 17,893 | 19.01 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $37,818,121 | 121,649 | 0.01 | 0.00 | 27,409 | 29.08 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $35,322,696 | 737,426 | 0.01 | 0.00 | 187,386 | 34.07 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 4 | $32,902,784 | 126,788 | 0.00 | 0.00 | 2,277 | 1.83 | 12-31-2023 |
