Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STILLWATER CAPITAL ADVISORS LLC | 04-16-2024 | 03-31-2024 | 69 | 675,229,823 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 51 | $3,178,537 | 17,746 | 0.00 | 0.00 | -200 | -1.11 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 52 | $2,809,992 | 18,023 | 0.00 | 0.00 | -367 | -2.00 | 03-31-2024 |
| ISHARES TR | US CONSUM DISCRE | 53 | $2,674,026 | 32,622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 54 | $2,495,552 | 21,864 | 0.00 | 0.00 | -359 | -1.62 | 03-31-2024 |
