Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 05-19-2021 | 03-31-2021 | 78 | 213,711,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 1 | $66,327,000 | 1,183,774 | 31.04 | 1,183,774 | +Inf | 03-31-2021 | |
| ISHARES TR | CORE S&P500 ETF | 2 | $36,512,000 | 97,263 | 17.08 | 97,263 | +Inf | 03-31-2021 | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 3 | $30,782,000 | 451,483 | 14.40 | 451,483 | +Inf | 03-31-2021 | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 4 | $19,446,000 | 315,686 | 9.10 | 315,686 | +Inf | 03-31-2021 |
