Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HILLTOP HOLDINGS INC 11-14-2023 09-30-2023 914 857,264,071
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 201 $1,341,969 3,125 0.00 0.69 -10,604 -77.24 09-30-2023
ISHARES TR MSCI USA VALUE 202 $1,333,939 14,704 0.00 0.04 11,055 302.96 09-30-2023
SELECT SECTOR SPDR TR SBI CONS DISCR 203 $1,311,182 8,145 0.00 0.07 4,393 117.08 09-30-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 204 $1,303,823 18,426 0.00 18,426 +Inf 09-30-2023
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