Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ERTS WEALTH ADVISORS LLC 01-23-2024 12-31-2023 87 463,538,963
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PRTFLO S&P500 VL 1 $71,973,796 1,543,508 0.02 0.02 21,779 1.43 12-31-2023
SPDR SER TR PRTFLO S&P500 GW 2 $66,280,924 1,018,766 0.01 0.01 29,335 2.96 12-31-2023
ISHARES TR BROAD USD HIGH 3 $52,736,549 1,450,799 0.01 0.01 -82,197 -5.36 12-31-2023
ISHARES TR US TREAS BD ETF 4 $47,142,962 2,046,136 0.01 0.01 -73,706 -3.48 12-31-2023
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