Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALLIANCE WEALTH MANAGEMENT GROUP 05-09-2022 03-31-2022 73 307,426,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LRG CAP ETF 1 $43,886,000 814,972 14.28 14.19 394,862 93.99 03-31-2022
SCHWAB STRATEGIC TR US AGGREGATE B 2 $32,149,000 635,727 10.46 10.81 22,401 3.65 03-31-2022
SCHWAB STRATEGIC TR INTL EQTY ETF 3 $16,914,000 460,623 5.50 5.54 19,807 4.49 03-31-2022
SPDR SER TR BLOOMBERG INVT 4 $15,962,000 523,519 5.19 523,519 +Inf 03-31-2022
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