Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURT WEALTH ADVISORS | 04-18-2024 | 03-31-2024 | 119 | 394,361,082 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CACI INTL INC | CL A | 1 | $31,717,921 | 83,726 | 0.01 | 0.01 | 44 | 0.05 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $29,104,840 | 468,979 | 0.01 | 0.01 | 20,205 | 4.50 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $27,673,798 | 52,906 | 0.01 | 0.01 | 4,205 | 8.63 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 4 | $27,572,004 | 365,676 | 0.01 | 0.01 | 39,953 | 12.27 | 03-31-2024 |
