Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFS ADVISORS LLC | 08-02-2023 | 06-30-2023 | 153 | 40,480,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | 1 | $22,100,562 | 49,585 | 0.05 | 22.90 | 14,811 | 42.59 | 06-30-2023 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 2 | $7,977,326 | 154,809 | 0.02 | 11.59 | 12,814 | 9.02 | 06-30-2023 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 3 | $6,402,034 | 14,479 | 0.02 | 0.07 | 14,350 | 11124.03 | 06-30-2023 |
| ISHARES RUSSELL 1000 ETF | ETF | 4 | $779,968 | 3,200 | 0.00 | 1.16 | 0 | 0.00 | 06-30-2023 |
