Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FIDUCIENT ADVISORS LLC | 02-05-2024 | 12-31-2023 | 113 | 533,498,924 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PROCTER AND GAMBLE CO | COM | 151 | $482,556 | 3,293 | 0.00 | 0.00 | 1,330 | 67.75 | 12-31-2023 |
SELECT SECTOR SPDR TR | COMMUNICATION | 152 | $470,764 | 6,479 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | RUS 2000 GRW ETF | 153 | $466,401 | 1,849 | 0.00 | 1,849 | +Inf | 12-31-2023 | |
AVALONBAY CMNTYS INC | COM | 154 | $451,588 | 2,391 | 0.00 | 0.00 | 3 | 0.13 | 12-31-2023 |