Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IGNITE PLANNERS LLC | 04-12-2024 | 03-31-2024 | 282 | 356,921,467 |
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 |