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 | ISHS 1-5YR INVS | 151 | $633,503 | 12,355 | 0.00 | 0.00 | 40 | 0.32 | 12-31-2023 |
| MACERICH CO | COM | 152 | $629,092 | 40,771 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN EXPRESS CO | COM | 153 | $618,597 | 3,302 | 0.00 | 0.00 | 157 | 4.99 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 154 | $608,316 | 5,562 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
