Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRUMLY & ASSOCIATES INC | 01-29-2024 | 12-31-2023 | 127 | 359,924,355 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | DISTILLATE US | 1 | $17,795,252 | 357,191 | 0.00 | 0.01 | -6,018 | -1.66 | 12-31-2023 |
| ISHARES TR | HDG MSCI EAFE | 2 | $16,995,953 | 527,497 | 0.00 | 527,497 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 3 | $16,104,645 | 312,651 | 0.00 | 0.00 | 259,557 | 488.86 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 4 | $15,366,448 | 280,820 | 0.00 | 0.00 | 132,713 | 89.61 | 12-31-2023 |
