Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 02-15-2024 | 12-31-2023 | 565 | 5,060,796,201 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $426,456,257 | 7,561,281 | 0.01 | 0.01 | 329,334 | 4.55 | 12-31-2023 |
ISHARES INC | CORE MSCI EMKT | 2 | $248,477,379 | 4,912,562 | 0.00 | 0.01 | 102,799 | 2.14 | 12-31-2023 |
ARCHER DANIELS MIDLAND CO | COM | 3 | $234,639,130 | 3,248,949 | 0.00 | 0.01 | -6,913 | -0.21 | 12-31-2023 |
VANGUARD INDEX FDS | LARGE CAP ETF | 4 | $216,144,056 | 990,805 | 0.00 | 0.00 | 16,160 | 1.66 | 12-31-2023 |