Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | ETF | 1 | $30,237,260 | 97,263 | 0.00 | 0.00 | 1,174 | 1.22 | 12-31-2023 |
VANGUARD VALUE ETF | ETF | 2 | $21,623,793 | 144,641 | 0.00 | 0.00 | 9,450 | 6.99 | 12-31-2023 |
PACER US CASH COWS 100 ETF | ETF | 3 | $20,010,207 | 384,886 | 0.00 | 0.00 | 52,888 | 15.93 | 12-31-2023 |
POWERSHARES QQQ TR | ETF | 4 | $17,760,653 | 43,369 | 0.00 | 0.00 | 5,835 | 15.55 | 12-31-2023 |