Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SMITH SALLEY & ASSOCIATES | 01-23-2023 | 12-31-2023 | 373 | 1,547,580,251 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AFLAC INC | COM | 201 | $606,446 | 7,351 | 0.00 | 0.00 | -890 | -10.80 | 12-31-2023 |
TYLER TECHNOLOGIES INC | COM | 202 | $602,093 | 1,440 | 0.00 | 0.00 | -200 | -12.20 | 12-31-2023 |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 203 | $589,122 | 10,494 | 0.00 | 0.00 | -6,491 | -38.22 | 12-31-2023 |
ISHARES TR | RUS 1000 ETF | 204 | $580,644 | 2,214 | 0.00 | 2,214 | +Inf | 12-31-2023 |