Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WEALTHQUEST CORP 11-15-2023 09-30-2023 127 814,735,052
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS LARGE CAP ETF 1 $146,859,160 750,468 0.02 0.02 2,302 0.31 09-30-2023
Vanguard Scottsdate FDS VNG RUS1000GRW 2 $94,563,608 1,381,700 0.01 0.01 -543 -0.04 09-30-2023
iShares TR Core MSCI EAFE 3 $73,235,277 1,138,077 0.01 0.01 50,046 4.60 09-30-2023
SPDR TOTAL STK MKT 4 $46,781,811 891,251 0.01 0.01 64,006 7.74 09-30-2023
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