Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY ALPHA LLC | 01-23-2024 | 12-31-2023 | 345 | 2,182,760,355 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $174,379,299 | 2,680,203 | 0.01 | 0.01 | 8,556 | 0.32 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $156,046,762 | 3,346,409 | 0.01 | 0.01 | 109,504 | 3.38 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 3 | $115,257,988 | 1,530,160 | 0.01 | 0.01 | 47,415 | 3.20 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $102,050,057 | 3,000,509 | 0.00 | 0.00 | 127,884 | 4.45 | 12-31-2023 |
