Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOFER & ASSOCIATES INC | 04-22-2024 | 03-31-2024 | 55 | 118,757,377 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $16,798,257 | 229,641 | 0.01 | 0.01 | 2,950 | 1.30 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $9,966,317 | 198,928 | 0.01 | 0.01 | 5,087 | 2.62 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $8,906,411 | 25,876 | 0.01 | 0.01 | 251 | 0.98 | 03-31-2024 |
| SSGA ACTIVE TR | SPDR DBLELN SHRT | 4 | $5,868,898 | 124,893 | 0.00 | 0.01 | 5,623 | 4.71 | 03-31-2024 |
