Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 02-15-2024 | 12-31-2023 | 565 | 5,060,796,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 51 | $31,091,463 | 556,198 | 0.00 | 0.00 | -22,830 | -3.94 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 52 | $27,768,358 | 587,815 | 0.00 | 0.00 | 28,835 | 5.16 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 53 | $27,703,561 | 674,053 | 0.00 | 0.00 | 372,680 | 123.66 | 12-31-2023 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 54 | $25,688,383 | 1,036,240 | 0.00 | 0.00 | 19,343 | 1.90 | 12-31-2023 |
