Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ELLENBECKER INVESTMENT GROUP 04-01-2020 03-31-2020 53 158,840,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P 500 ETF 1 $34,498,000 133,506 21.72 20.98 8,474 6.78 03-31-2020
ISHARES TR CORE US AGGBD ETF 2 $24,842,000 215,325 15.64 12.59 -530 -0.25 03-31-2020
3
ISHARES TR RUS 1000 GRW ETF 4 $19,260,000 127,848 12.13 11.90 -2,491 -1.91 03-31-2020
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