Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 05-06-2024 | 03-31-2024 | 641 | 7,497,650,190 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $1,155,617,717 | 2,198,120 | 0.02 | 0.01 | 71,132 | 3.34 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $540,823,646 | 1,125,075 | 0.01 | 0.01 | -18,565 | -1.62 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $442,079,056 | 8,811,622 | 0.01 | 0.01 | 183,056 | 2.12 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $410,275,364 | 6,754,616 | 0.01 | 0.01 | 5,400,307 | 398.75 | 03-31-2024 |
