Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MATHER GROUP LLC | 02-05-2024 | 12-31-2023 | 555 | 6,372,805,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 101 | $5,552,501 | 37,891 | 0.00 | 0.00 | 3,524 | 10.25 | 12-31-2023 |
| HOME DEPOT INC | COM | 102 | $5,461,287 | 15,759 | 0.00 | 0.00 | 2,540 | 19.21 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 103 | $5,447,946 | 236,456 | 0.00 | 0.00 | 163 | 0.07 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 104 | $5,109,907 | 10,318 | 0.00 | 0.00 | 1,594 | 18.27 | 12-31-2023 |
