Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALLWORTH FINANCIAL LP 07-18-2023 06-30-2023 3579 11,792,903,464
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $1,726,442,451 7,837,490 0.01 0.01 1,546,611 24.58 06-30-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 2 $1,063,199,797 14,626,493 0.01 0.01 538,385 3.82 06-30-2023
VANGUARD BD INDEX FDS SHORT TRM BOND 3 $882,021,117 11,671,577 0.01 0.01 4,868,387 71.56 06-30-2023
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 4 $764,259,257 23,486,763 0.01 0.01 1,458,071 6.62 06-30-2023
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