Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRIDGEWEALTH ADVISORY GROUP LLC | 04-04-2024 | 03-31-2024 | 80 | 204,342,655 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $31,649,069 | 344,761 | 0.02 | 0.02 | 123,148 | 55.57 | 03-31-2024 |
| PIMCO ETF TR | MULTISECTOR BD | 2 | $13,484,458 | 523,465 | 0.01 | 0.01 | 231,339 | 79.19 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 3 | $10,657,427 | 166,133 | 0.01 | 0.01 | -9,445 | -5.38 | 03-31-2024 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 4 | $10,385,260 | 408,949 | 0.01 | 0.00 | 275,299 | 205.99 | 03-31-2024 |
