Dimeo Schneider & Associates LLC

Dimeo Schneider & Associates LLC, a legally recognized IL Limited Liability Company, employs 92 individuals, 58 of whom are in advisory roles, and serves 422 clients. Registered with the SEC on Mar 27, 1995, the firm's current status is approved, demonstrating its commitment to providing its clients with exceptional financial advisory services.

• BRADLEY MORGAN DANIELS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• BRETT RONALD SCHNEIDER

  MANAGER owns less than 5%

• DIMEO SCHNEIDER & ASSOCIATES HOLDINGS,LLC

  MEMBER owns 75% or more

• EDWARD GEORGE O'MALLEY

  MANAGER owns less than 5%

• LORI MICHELL LIESER

  VICE PRESIDENT owns less than 5%

• MICHAEL STEVEN BENOIT

  PARTNER owns less than 5%

• ROBERT ALLEN DIMEO

  MANAGING PARTNER owns less than 5%

• VERONICA EI CHUN MOO

  MANAGER, VICE PRESIDENT owns less than 5%

• MADISON DEARBORN CAPITAL PARTNERS VI-A&C, L.P.

  GENERAL PARTNER

• MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.

  OWNER owns more than 25% but less than 50%

• MADISON DEARBORN PARTNERS

  GENERAL PARTNER

• NFP CORP.

  MEMBER owns more than 50% but less than 75%

• NFP HOLDINGS, LLC

  OWNER owns 75% or more

• NFP INTERMDIATE HOLDINGS B CORP.

  OWNER owns 75% or more

• NFP INTERMEDIATE HOLDINGS A CORP.

  OWNER owns 75% or more

• NFP PARENT CO, LLC

  OWNER owns 75% or more

• NFP ULTIMATE HOLDINGS, LLC

  OWNER owns 75% or more

• Castleark Alternatives LLC
• Merit Capital Partners IV LLC
• HIGH Pointe Capital Management LLC
• Rothschild Investment Corporation
• Allstate Investment Management Company
• Thomas White International Ltd
• 1207 Capital Group LLC
• Silva Capital Management LLC
• Kinney Asset Management LLC
• Aaron Wealth Advisors LLC

• Fiducient Advisors LLC Q4 2022 vs. Q1 2023: Analyzing the Top Holdings of the Fund

• VANGUARD INDEX FDS S&P 500 ETF SHS $35,383k
• VANGUARD BD INDEX FD INC TOTAL BND MRKT $31,232k
• ISHARES CORE U.S. REIT ETF $30,011k
• VANGUARD INDEX FDS SMALL CP ET $18,911k
• VANGUARD STAR FD VG TL INTL STK F $15,758k
• ISHARES TR CORE S&P500 ETF $10,938k
• VANGUARD INDEX FDS MID CAP ETF $9,375k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $7,114k
• ISHARES TR RUS MID CAP ETF $1,548k
• SCHWAB STRATEGIC TR US REIT ETF $1,524k