Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MATHER GROUP LLC | 02-05-2024 | 12-31-2023 | 555 | 6,372,805,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 201 | $1,416,063 | 18,856 | 0.00 | 0.00 | 76 | 0.40 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 202 | $1,412,959 | 9,744 | 0.00 | 0.00 | 2,685 | 38.04 | 12-31-2023 |
| BECTON DICKINSON & CO | COM | 203 | $1,412,231 | 5,792 | 0.00 | 0.00 | -969 | -14.33 | 12-31-2023 |
| CHUBB LIMITED | COM | 204 | $1,406,728 | 6,224 | 0.00 | 0.00 | 2,094 | 50.70 | 12-31-2023 |
