Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST PACES ADVISORS INC | 04-12-2024 | 03-31-2024 | 587 | 379,457,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF | ETF | 1 | $49,363,485 | 812,701 | 0.01 | 0.01 | 652,885 | 408.52 | 03-31-2024 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 2 | $41,256,445 | 373,294 | 0.01 | 0.01 | 6,321 | 1.72 | 03-31-2024 |
| VANGUARD S&P 500 ETF | ETF | 3 | $28,912,302 | 60,146 | 0.01 | 0.01 | 3,396 | 5.98 | 03-31-2024 |
| FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | ETF | 4 | $26,265,386 | 1,105,911 | 0.01 | 0.01 | -43,844 | -3.81 | 03-31-2024 |
