Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALLWORTH FINANCIAL LP 07-18-2023 06-30-2023 3579 11,792,903,464
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LRG CAP ETF 51 $29,799,730 569,023 0.00 0.00 -28,826 -4.82 06-30-2023
ISHARES TR FALN ANGLS USD 52 $28,864,328 1,137,734 0.00 0.00 160,548 16.43 06-30-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 53 $28,158,460 82,576 0.00 0.00 5,986 7.82 06-30-2023
ISHARES TR MSCI USA QLT FCT 54 $27,878,847 206,709 0.00 0.00 -57,280 -21.70 06-30-2023
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