Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CURTIS ADVISORY GROUP LLC | 04-30-2024 | 03-31-2024 | 94 | 258,267,697 |
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 | $36,926,650 | 70,596 | 0.01 | 0.01 | 13,223 | 23.05 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $26,554,413 | 286,394 | 0.01 | 0.01 | -525 | -0.18 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $15,959,655 | 47,351 | 0.01 | 0.00 | 17,015 | 56.09 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 4 | $12,169,931 | 23,210 | 0.00 | 0.01 | 180 | 0.78 | 03-31-2024 |
