Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALBION FINANCIAL GROUP /UT 01-26-2024 12-31-2023 476 1,213,498,703
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 151 $527,304 1,104 0.00 0.00 -456 -29.23 12-31-2023
VANGUARD WORLD FDS INF TECH ETF 152 $514,492 1,063 0.00 0.00 0 0.00 12-31-2023
ISHARES TR CORE S&P MCP ETF 153 $499,468 1,802 0.00 0.00 98 5.75 12-31-2023
ENTERPRISE PRODS PARTNERS L COM 154 $489,636 18,582 0.00 0.00 0 0.00 12-31-2023
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