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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 351 | $380,098 | 4,581 | 0.00 | 0.00 | 5 | 0.11 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 352 | $379,942 | 2,421 | 0.00 | 0.00 | 156 | 6.89 | 12-31-2023 |
| HERSHEY CO | COM | 353 | $371,950 | 1,995 | 0.00 | 0.00 | 623 | 45.41 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 354 | $371,831 | 6,906 | 0.00 | 0.00 | -38 | -0.55 | 12-31-2023 |
