Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUEPOINT INC | 02-12-2024 | 12-31-2023 | 241 | 3,414,759,756 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 1 | $426,744,941 | 5,540,703 | 0.01 | 0.01 | 120,897 | 2.23 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 2 | $395,699,881 | 9,332,544 | 0.01 | 0.01 | -583,413 | -5.88 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $323,035,120 | 1,361,753 | 0.01 | 0.01 | -25,739 | -1.86 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 4 | $289,075,541 | 605,229 | 0.01 | 0.01 | -7,391 | -1.21 | 12-31-2023 |
