Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 05-13-2024 | 03-31-2024 | 786 | 1,247,567,545 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $48,230,246 | 525,384 | 0.00 | 0.00 | 93,083 | 21.53 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $46,813,450 | 89,497 | 0.00 | 0.00 | 11,895 | 15.33 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 3 | $32,711,519 | 1,034,847 | 0.00 | 1,034,847 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $31,061,819 | 190,727 | 0.00 | 190,727 | +Inf | 03-31-2024 |
