Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ETHOS FINANCIAL GROUP LLC 08-12-2024 06-30-2024 296 567,907,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Vanguard Russell 1000 Growth ETF ETF 251 $421,000 4,479 0.07 0.08 -319 -6.65 06-30-2024
Illinois Tool Works COM 252 $420,000 1,762 0.07 0.09 -55 -3.03 06-30-2024
Vanguard Growth ETF ETF Liquidated $419,000 1,120 0.07 1.67 1,120 +Inf 06-30-2024
iShares Russell Top 200 ETF ETF 254 $419,000 3,128 0.07 0.09 -444 -12.43 06-30-2024
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