Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1104 | 5,713,785,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 301 | $2,381,950 | 67,268 | 0.00 | 0.00 | -39,493 | -36.99 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | 302 | $2,357,781 | 36,313 | 0.00 | 0.00 | 6,884 | 23.39 | 12-31-2023 |
| GALLAGHER ARTHUR J & CO | COM | 303 | $2,357,580 | 10,484 | 0.00 | 0.00 | -105 | -0.99 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 304 | $2,323,778 | 45,289 | 0.00 | 0.00 | -364 | -0.80 | 12-31-2023 |
