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 |
|---|---|---|---|---|---|---|---|---|---|
| Wal-Mart Stores Inc | com | 51 | $7,738,000 | 128,600 | 0.53 | 0.70 | 68,762 | 114.91 | 03-31-2024 |
| iShares JPMorgan USD Emerg Markets Bond ETF | ETF | 52 | $7,628,000 | 85,068 | 0.53 | 0.52 | 6,218 | 7.89 | 03-31-2024 |
| Johnson & Johnson | com | 53 | $7,345,000 | 46,433 | 0.51 | 0.53 | 576 | 1.26 | 03-31-2024 |
| Broadcom Limited | com | 54 | $7,319,000 | 5,522 | 0.50 | 0.47 | -154 | -2.71 | 03-31-2024 |
