Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ZIONS BANCORPORATION NA | 05-14-2024 | 03-31-2024 | 957 | 1,358,175,192 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market ET | Com | 1 | $202,888,076 | 780,639 | 0.01 | 0.01 | -25,578 | -3.17 | 03-31-2024 |
iShares Russell Mid-Cap Value | Com | 2 | $161,670,812 | 1,289,961 | 0.01 | 0.01 | 14,415 | 1.13 | 03-31-2024 |
iShares Russell Mid-Cap Growth | Com | 3 | $89,863,792 | 787,312 | 0.01 | 0.01 | -53,469 | -6.36 | 03-31-2024 |
iShares Core US Aggregate Bond | Com | 4 | $58,711,308 | 599,462 | 0.00 | 0.00 | 45,158 | 8.15 | 03-31-2024 |