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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 501 | $224,182 | 2,884 | 0.00 | 2,884 | +Inf | 12-31-2023 | |
| FS KKR CAP CORP | COM | 502 | $224,107 | 11,222 | 0.00 | 11,222 | +Inf | 12-31-2023 | |
| NUCOR CORP | COM | 503 | $222,942 | 1,280 | 0.00 | 1,280 | +Inf | 12-31-2023 | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 504 | $222,502 | 4,840 | 0.00 | 4,840 | +Inf | 12-31-2023 |
