Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARUS WEALTH ADVISORS | 04-11-2024 | 03-31-2024 | 130 | 176,597,835 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $12,194,678 | 23,720 | 0.01 | 0.01 | 913 | 4.00 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 2 | $9,577,603 | 33,764 | 0.01 | 0.00 | 8,959 | 36.12 | 03-31-2024 |
| PACER FDS TR | US CASH COWS 100 | 3 | $8,432,570 | 147,862 | 0.00 | 0.00 | 11,627 | 8.53 | 03-31-2024 |
| APPLE INC | COM | 4 | $7,367,930 | 43,914 | 0.00 | 0.01 | -1,307 | -2.89 | 03-31-2024 |
