Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CERTIFIED ADVISORY CORP | 08-13-2024 | 06-30-2024 | 288 | 797,172,832 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | ETF | 1 | $36,768,904 | 98,310 | 0.00 | 0.00 | 828 | 0.85 | 06-30-2024 |
PACER US CASH COWS 100 ETF | ETF | 2 | $24,978,920 | 458,413 | 0.00 | 0.00 | 42,433 | 10.20 | 06-30-2024 |
POWERSHARES QQQ TR | ETF | 3 | $24,698,345 | 51,550 | 0.00 | 0.00 | 2,718 | 5.57 | 06-30-2024 |
VANGUARD VALUE ETF | ETF | 4 | $21,047,720 | 131,212 | 0.00 | 0.00 | -7,770 | -5.59 | 06-30-2024 |