Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSHIELD PARTNERS LLC | 01-23-2024 | 12-31-2023 | 474 | 607,573,716 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $43,464,011 | 90,999 | 0.01 | 0.01 | 3,666 | 4.20 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $19,790,459 | 535,456 | 0.00 | 0.00 | -13,137 | -2.39 | 12-31-2023 |
| ISHARES TR | 20+ YEAR TR BD | 3 | $14,871,901 | 541,387 | 0.00 | 0.00 | -40,434 | -6.95 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $14,695,477 | 177,087 | 0.00 | 0.00 | 7,613 | 4.49 | 12-31-2023 |
