Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASPIRE CAPITAL ADVISORS LLC | 05-10-2024 | 03-31-2024 | 80 | 296,988,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 1 | $27,610,249 | 362,387 | 0.01 | 0.01 | -10,458 | -2.80 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $26,736,932 | 55,621 | 0.01 | 0.01 | 283 | 0.51 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $25,906,048 | 321,295 | 0.01 | 0.01 | 18,458 | 6.10 | 03-31-2024 |
| ISHARES TR | RUS TP200 GR ETF | 4 | $21,680,355 | 111,124 | 0.01 | 0.01 | 5,149 | 4.86 | 03-31-2024 |
