Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | 02-09-2024 | 12-31-2023 | 121 | 384,526,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AW MSCI EAFE | 51 | $1,086,567 | 14,384 | 0.00 | 0.00 | 6,404 | 80.25 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 52 | $1,082,987 | 6,228 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 53 | $1,005,125 | 3,627 | 0.00 | 0.00 | -525 | -12.64 | 12-31-2023 |
| ISHARES INC | ESG AWR MSCI EM | 54 | $988,666 | 30,838 | 0.00 | 0.00 | 201 | 0.66 | 12-31-2023 |
