Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INSPIRION WEALTH ADVISORS LLC | 01-10-2024 | 12-31-2023 | 141 | 554,873,350 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
JANUS DETROIT STR TR | HENDRSON AAA CL | 1 | $50,966,500 | 1,012,043 | 0.01 | 0.01 | 71,115 | 7.56 | 12-31-2023 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $43,187,196 | 384,330 | 0.01 | 0.01 | 3,598 | 0.95 | 12-31-2023 |
VANGUARD INDEX FDS | GROWTH ETF | 3 | $38,016,043 | 124,406 | 0.01 | 0.01 | 848 | 0.69 | 12-31-2023 |
VANGUARD INDEX FDS | SM CP VAL ETF | 4 | $37,528,165 | 208,849 | 0.01 | 0.01 | 6,631 | 3.28 | 12-31-2023 |