Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP LLC | 05-10-2024 | 03-31-2024 | 818 | 277,382,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 1 | $26,699,514 | 416,204 | 0.01 | 0.01 | -79,407 | -16.02 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 2 | $15,014,288 | 183,594 | 0.01 | 0.01 | -64,648 | -26.04 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO AGRGTE | 3 | $7,961,911 | 314,949 | 0.00 | 0.00 | -11,437 | -3.50 | 03-31-2024 |
| ISHARES TR | MORTGE REL ETF | 4 | $5,584,665 | 240,304 | 0.00 | 0.00 | -69,015 | -22.31 | 03-31-2024 |
