Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONARY HORIZONS LLC | 04-15-2024 | 03-31-2024 | 77 | 128,738,822 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $21,375,622 | 232,419 | 0.02 | 0.01 | 15,048 | 6.92 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $20,088,729 | 419,388 | 0.02 | 0.02 | 16,098 | 3.99 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 3 | $10,540,427 | 303,234 | 0.01 | 0.01 | 11,413 | 3.91 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 4 | $8,244,096 | 143,251 | 0.01 | 0.01 | 5,417 | 3.93 | 03-31-2024 |
