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 |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 201 | $412,739 | 1,176 | 0.00 | 0.00 | 118 | 11.15 | 12-31-2023 |
| RELIANCE STEEL & ALUMINUM CO | COM | 202 | $411,130 | 1,470 | 0.00 | 0.00 | 4 | 0.27 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 203 | $409,810 | 5,272 | 0.00 | 0.00 | 900 | 20.59 | 12-31-2023 |
| CONOCOPHILLIPS | COM | 204 | $404,128 | 3,482 | 0.00 | 0.00 | 262 | 8.14 | 12-31-2023 |
