Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRIGHT FINANCIAL ADVISORS INC | 08-12-2024 | 06-30-2024 | 49 | 141,690,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $31,446,074 | 323,953 | 0.02 | 0.02 | 6,986 | 2.20 | 06-30-2024 |
| SPDR GOLD TR | GOLD SHS | 2 | $13,130,867 | 61,071 | 0.01 | 0.01 | 1,170 | 1.95 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $12,873,718 | 78,364 | 0.01 | 78,364 | +Inf | 06-30-2024 | |
| ISHARES TR | CORE S&P500 ETF | 4 | $10,958,099 | 20,024 | 0.01 | 0.01 | -3,193 | -13.75 | 06-30-2024 |
