Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REILLY FINANCIAL ADVISORS LLC | 01-25-2022 | 12-31-2021 | 1165 | 1,346,927,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 951 | $5,000 | 51 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| SCHWAB STRATEGIC TR | US REIT ETF | 952 | $5,000 | 86 | 0.00 | 0.00 | -189 | -68.73 | 12-31-2021 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 953 | $5,000 | 100 | 0.00 | 100 | +Inf | 12-31-2021 | |
| DTE ENERGY CO | UNIT 11/01/2022S | 954 | $5,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
