Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 02-05-2024 | 12-31-2023 | 113 | 533,498,924 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 101 | $715,521 | 2,420 | 0.00 | 2,420 | +Inf | 12-31-2023 | |
| MCDONALDS CORP | COM | 102 | $698,281 | 2,355 | 0.00 | 0.00 | 665 | 39.35 | 12-31-2023 |
| GOLDMAN SACHS GROUP INC | COM | 103 | $666,996 | 1,729 | 0.00 | 1,729 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 104 | $625,942 | 8,127 | 0.00 | 0.00 | -156,804 | -95.07 | 12-31-2023 |
