Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | EXCHANGE TRADED FUND | 1 | $902,664,618 | 1,877,813 | 0.01 | 0.01 | -143,451 | -7.10 | 03-31-2024 |
| ISHARES CORE S&P 500 ETF | EXCHANGE TRADED FUND | 2 | $629,287,539 | 1,196,979 | 0.01 | 0.01 | -309,703 | -20.56 | 03-31-2024 |
| VANGUARD SHORT-TERM BOND ETF | EXCHANGE TRADED FUND | 3 | $405,216,661 | 5,285,205 | 0.00 | 0.00 | -97,264 | -1.81 | 03-31-2024 |
| ISHARES CORE MSCI EAFE ETF | EXCHANGE TRADED FUND | 4 | $325,899,643 | 4,390,995 | 0.00 | 0.00 | -212,173 | -4.61 | 03-31-2024 |
