Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESTATE COUNSELORS LLC | 01-23-2024 | 12-31-2023 | 118 | 809,830,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 51 | $7,128,239 | 148,815 | 0.00 | 0.00 | -254,320 | -63.09 | 12-31-2023 |
| ISHARES TR | NATIONAL MUN ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 53,300 | 500.00 | 12-31-2023 |
| ISHARES TR | TIPS BD ETF | 53 | $6,742,633 | 62,728 | 0.00 | 0.00 | 58,708 | 1460.40 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 54 | $6,344,592 | 75,675 | 0.00 | 0.00 | -96,645 | -56.08 | 12-31-2023 |
