Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL FREEDOM LLC | 01-24-2024 | 12-31-2023 | 362 | 157,443,129 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF | INT-TERM CORP | 1 | $15,225,890 | 187,326 | 0.01 | 0.01 | 29,710 | 18.85 | 12-31-2023 |
| INVESCO QQQ TR UNIT SER 1 | UNIT SER 1 | 2 | $11,238,088 | 27,442 | 0.01 | 0.01 | 536 | 1.99 | 12-31-2023 |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | INF TECH ETF | 3 | $7,706,236 | 15,922 | 0.00 | 0.01 | -6,706 | -29.64 | 12-31-2023 |
| SELECT SECTOR SPDR TR ENERGY | ENERGY | 4 | $7,299,077 | 87,060 | 0.00 | 0.01 | -5,851 | -6.30 | 12-31-2023 |
