Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $18,378,446 | 130,408 | 0.00 | 0.00 | 7,541 | 6.14 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 52 | $17,781,083 | 201,235 | 0.00 | 0.00 | -14,943 | -6.91 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 53 | $16,227,074 | 145,365 | 0.00 | 0.00 | -1,860 | -1.26 | 12-31-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 54 | $16,147,328 | 58,988 | 0.00 | 0.00 | -281 | -0.47 | 12-31-2023 |
