Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | 02-09-2024 | 12-31-2023 | 121 | 384,526,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE 1 5 YR USD | 101 | $394,903 | 8,303 | 0.00 | 8,303 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 102 | $378,190 | 4,280 | 0.00 | 0.00 | 62 | 1.47 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 103 | $375,426 | 1,053 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KKR & CO INC | COM | 104 | $372,825 | 4,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
