Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOSTER & MOTLEY INC | 04-18-2024 | 03-31-2024 | 389 | 1,452,678,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Otis Worldwide Corp | com | 351 | $374,000 | 3,770 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
| Schwab U.S. Dividend Equity ETF | ETF | 352 | $372,000 | 4,616 | 0.03 | 0.03 | -277 | -5.66 | 03-31-2024 |
| Costco Whsl Corp New | com | 353 | $362,000 | 494 | 0.02 | 0.02 | -14 | -2.76 | 03-31-2024 |
| iShares Russell 1000 ETF | ETF | 354 | $362,000 | 1,258 | 0.02 | 0.02 | 1 | 0.08 | 03-31-2024 |
