Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CROWN WEALTH GROUP LLC | 05-01-2024 | 03-31-2024 | 108 | 194,001,616 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $33,180,005 | 539,249 | 0.02 | 0.02 | -4,091 | -0.75 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $16,550,660 | 290,464 | 0.01 | 0.01 | 11,305 | 4.05 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 3 | $14,052,317 | 322,745 | 0.01 | 0.01 | 27,846 | 9.44 | 03-31-2024 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 4 | $13,431,042 | 459,024 | 0.01 | 0.01 | 46,058 | 11.15 | 03-31-2024 |
