Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PLANCORP LLC 02-09-2024 12-31-2023 278 2,086,633,329
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR SHRT NAT MUN ETF 101 $1,370,590 13,000 0.00 0.00 0 0.00 12-31-2023
VANGUARD STAR FDS VG TL INTL STK F 102 $1,364,726 23,546 0.00 0.00 692 3.03 12-31-2023
ROYAL GOLD INC COM 103 $1,353,597 11,190 0.00 0.00 9 0.08 12-31-2023
ISHARES TR RUS 1000 GRW ETF 104 $1,285,154 4,239 0.00 0.00 47 1.12 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6