Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EAGLE STRATEGIES LLC | 08-10-2022 | 06-30-2022 | 132 | 274,241,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 1 | $22,903,000 | 176,827 | 8.35 | 10.58 | -4,122 | -2.28 | 06-30-2022 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $12,853,000 | 57,665 | 4.69 | 7.17 | -6,147 | -9.63 | 06-30-2022 |
| VICTORY PORTFOLIOS II | VCSHS US SMCP HG | 3 | $10,662,000 | 203,647 | 3.89 | 5.22 | -25,085 | -10.97 | 06-30-2022 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $10,241,000 | 142,966 | 3.73 | 3.38 | 33,184 | 30.23 | 06-30-2022 |
