Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYM FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 178 | 617,709,202 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 1 | $176,049,992 | 6,146,997 | 0.03 | 0.03 | -229,072 | -3.59 | 12-31-2023 |
| WISDOMTREE TR | INTERNATIONL EFI | 2 | $73,986,589 | 2,071,084 | 0.01 | 0.01 | 13,382 | 0.65 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 3 | $68,998,628 | 475,820 | 0.01 | 0.01 | 14,114 | 3.06 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 4 | $55,501,952 | 2,408,939 | 0.01 | 0.01 | 405,054 | 20.21 | 12-31-2023 |
