Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 08-13-2024 | 06-30-2024 | 288 | 797,172,832 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC COM | Stock | 101 | $2,317,876 | 82,840 | 0.00 | 0.00 | 1,313 | 1.61 | 06-30-2024 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 102 | $2,313,379 | 42,253 | 0.00 | 0.00 | 1,017 | 2.47 | 06-30-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 103 | $2,219,121 | 8,295 | 0.00 | 0.00 | 154 | 1.89 | 06-30-2024 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 104 | $2,192,187 | 42,263 | 0.00 | 0.00 | 21 | 0.05 | 06-30-2024 |
