Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOHNSON FINANCIAL GROUP LLC | 02-06-2024 | 12-31-2023 | 46 | 781,300,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | USD GRN BOND ETF | 51 | $575,120 | 12,177 | 0.00 | 0.00 | 1,651 | 15.68 | 12-31-2023 |
| APPLE INC | COM | 52 | $573,854 | 2,980 | 0.00 | 0.00 | -297 | -9.06 | 12-31-2023 |
| ISHARES TR | GL CLEAN ENE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 54 | $465,459 | 15,924 | 0.00 | 0.00 | 4,905 | 44.51 | 12-31-2023 |
