Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04-15-2024 | 03-31-2024 | 506 | 129,983,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | ETF | 1 | $7,827,004 | 16,283 | 0.01 | 0.01 | 3,350 | 25.90 | 03-31-2024 |
| INVESCO NASDAQ 100 ETF | ETF | 2 | $7,514,238 | 41,131 | 0.01 | 0.01 | 8,914 | 27.67 | 03-31-2024 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 3 | $4,642,579 | 57,579 | 0.00 | 0.00 | 15,134 | 35.66 | 03-31-2024 |
| PACER US CASH COWS 100 ETF | ETF | 4 | $4,166,371 | 71,698 | 0.00 | 0.00 | 18,478 | 34.72 | 03-31-2024 |
