Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 02-02-2024 | 12-31-2023 | 367 | 901,132,913 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $51,113,738 | 785,640 | 0.01 | 0.01 | 8,618 | 1.11 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $41,451,086 | 888,936 | 0.00 | 0.00 | 93,107 | 11.70 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $36,673,475 | 481,722 | 0.00 | 0.00 | 52,844 | 12.32 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $28,311,892 | 591,062 | 0.00 | 0.00 | 24,428 | 4.31 | 12-31-2023 |
