Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFS ADVISORS LLC | 07-29-2024 | 06-30-2024 | 156 | 118,572,571 |
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 | $50,514,856 | 92,310 | 0.04 | 0.05 | 42,725 | 86.17 | 06-30-2024 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 2 | $18,442,151 | 183,121 | 0.02 | 183,121 | +Inf | 06-30-2024 | |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 3 | $12,148,540 | 21,069 | 0.01 | 0.02 | 6,590 | 45.51 | 06-30-2024 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 4 | $11,904,807 | 206,644 | 0.01 | 0.02 | 51,835 | 33.48 | 06-30-2024 |
