Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARR FINANCIAL GROUP CORP | 04-25-2024 | 03-31-2024 | 182 | 300,545,416 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $21,188,128 | 291,727 | 0.01 | 291,727 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $20,918,679 | 337,072 | 0.01 | 337,072 | +Inf | 03-31-2024 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $13,495,425 | 73,903 | 0.00 | 73,903 | +Inf | 03-31-2024 | |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 4 | $12,737,299 | 142,795 | 0.00 | 142,795 | +Inf | 03-31-2024 |
