Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ULLMANN FINANCIAL GROUP INC 04-09-2020 03-31-2020 53 133,300,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 1 $39,757,000 694,943 29.83 28.26 53,842 8.40 03-31-2020
ISHARES CORE MSCI EAFE ETF ETF 2 $16,598,000 332,709 12.45 11.73 36,227 12.22 03-31-2020
ISHARES RUSSELL 1000 GROWTH ETF ETF 3 $13,878,000 92,126 10.41 9.86 -334 -0.36 03-31-2020
ISHARES S&P MID-CAP 400 VALUE ETF ETF 4 $7,731,000 70,442 5.80 6.43 8,351 13.45 03-31-2020
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