Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 02-05-2024 | 12-31-2023 | 113 | 533,498,924 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 6,088 | +Inf | 12-31-2023 | |
| PEPSICO INC | COM | 202 | $345,624 | 2,035 | 0.00 | 0.00 | -862 | -29.75 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 203 | $335,870 | 9,087 | 0.00 | 0.00 | 1,772 | 24.22 | 12-31-2023 |
| OIL DRI CORP AMER | COM | 204 | $335,400 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
