Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALLWORTH FINANCIAL LP 04-16-2020 03-31-2020 1338 3,009,277,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $639,844,000 4,963,495 21.26 3.58 4,341,408 697.88 03-31-2020
SPDR SERIES TRUST PORTFOLIO TL STK Liquidated $0 0 22.28 21.77 381,530 2.46 03-31-2020
VANGUARD BD INDEX FDS TOTAL BND MRKT 3 $323,471,000 3,789,937 10.75 0.00 3,788,315 233558.26 03-31-2020
ISHARES TR USA QUALITY FCTR 4 $177,873,000 2,194,885 5.91 8.06 -75,254 -3.31 03-31-2020
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