Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
INSPIRION WEALTH ADVISORS LLC 01-10-2024 12-31-2023 141 554,873,350
Institutional Holdings
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
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