Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABLE WEALTH MANAGEMENT LLC | 02-20-2024 | 12-31-2023 | 611 | 110,118,449 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Short Treasury Bond ETF | ETF | 1 | $19,418,447 | 176,323 | 0.02 | 176,323 | +Inf | 12-31-2023 | |
| iShares MSCI ACWI ETF | ETF | 2 | $6,394,294 | 62,831 | 0.01 | 62,831 | +Inf | 12-31-2023 | |
| iShares Core S&P 500 ETF | ETF | 3 | $5,329,403 | 11,158 | 0.00 | 11,158 | +Inf | 12-31-2023 | |
| iShares Edge MSCI Min Vol USA ETF | ETF | 4 | $5,327,345 | 68,273 | 0.00 | 68,273 | +Inf | 12-31-2023 |
