Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANNEX ADVISORY SERVICES LLC | 04-12-2024 | 03-31-2024 | 285 | 2,815,706,795 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 1 | $231,732,385 | 2,589,189 | 0.01 | 0.01 | 1,040,529 | 67.19 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 2 | $222,352,146 | 4,205,639 | 0.01 | 0.00 | 2,515,457 | 148.83 | 03-31-2024 |
| ISHARES TR | 10-20 YR TRS ETF | 3 | $184,977,976 | 1,761,192 | 0.01 | 0.00 | 1,111,995 | 171.29 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $164,121,379 | 898,754 | 0.01 | 0.00 | 398,116 | 79.52 | 03-31-2024 |
