Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
IGNITE PLANNERS LLC 04-12-2024 03-31-2024 282 356,921,467
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P MCP ETF 51 $1,957,467 32,425 0.00 0.00 25,875 395.04 03-31-2024
BROADCOM INC COM 52 $1,953,097 1,446 0.00 0.00 -19 -1.30 03-31-2024
ISHARES TR CORE MSCI EAFE 53 $1,928,825 26,104 0.00 0.00 1,188 4.77 03-31-2024
MASTERCARD INCORPORATED CL A 54 $1,924,889 4,023 0.00 0.00 -570 -12.41 03-31-2024
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