Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAVANT CAPITAL LLC | 02-05-2024 | 12-31-2023 | 843 | 7,757,511,620 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 51 | $29,958,164 | 276,750 | 0.00 | 0.00 | 132,569 | 91.95 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 52 | $29,777,432 | 633,428 | 0.00 | 0.00 | 320,002 | 102.10 | 12-31-2023 |
| SPDR SER TR | S&P 600 SMCP GRW | 53 | $28,637,704 | 342,433 | 0.00 | 0.00 | -57,575 | -14.39 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 54 | $28,615,678 | 195,275 | 0.00 | 0.00 | 50,170 | 34.57 | 12-31-2023 |
