Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS LLC | 10-30-2023 | 09-30-2023 | 72 | 130,515,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $17,746,573 | 41,514 | 0.01 | 0.01 | -109 | -0.26 | 09-30-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $14,558,531 | 332,995 | 0.01 | 0.01 | 3,581 | 1.09 | 09-30-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 3 | $12,729,317 | 72,023 | 0.01 | 0.01 | 749 | 1.05 | 09-30-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 4 | $10,341,780 | 151,151 | 0.01 | 0.01 | -584 | -0.38 | 09-30-2023 |
