Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $242,891,680 | 505,287 | 0.04 | 0.04 | 55,181 | 12.26 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 2 | $75,043,513 | 1,011,096 | 0.01 | 0.01 | 43,049 | 4.45 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3 | $46,805,788 | 243,933 | 0.01 | 0.01 | 6,964 | 2.94 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $41,733,369 | 426,112 | 0.01 | 0.00 | 419,417 | 6264.63 | 03-31-2024 |
