Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOOD LIFE ADVISORS LLC | 01-18-2024 | 12-31-2023 | 436 | 1,011,245,056 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO AGRGTE | 1 | $62,967,934 | 2,455,847 | 0.01 | 0.01 | 76,700 | 3.22 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $44,353,656 | 951,184 | 0.00 | 0.00 | 338,281 | 55.19 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $42,054,972 | 96,279 | 0.00 | 0.00 | -1,634 | -1.67 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 4 | $41,018,090 | 733,775 | 0.00 | 0.00 | 26,767 | 3.79 | 12-31-2023 |
