Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CASSADAY & CO WEALTH MANAGEMENT LLC 05-08-2024 03-31-2024 296 3,075,955,703
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD WORLD FD MEGA GRWTH IND 1 $1,004,503,125 3,504,773 0.03 0.03 -222,362 -5.97 03-31-2024
WORLD GOLD TR SPDR GLD MINIS 2 $239,114,061 5,428,242 0.01 5,428,242 +Inf 03-31-2024
ISHARES TR RUS MD CP GR ETF 3 $234,546,290 2,054,900 0.01 0.01 20,302 1.00 03-31-2024
ISHARES TR RUS 2000 GRW ETF 4 $227,527,671 840,206 0.01 0.01 17,768 2.16 03-31-2024
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