Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTRUMENTAL WEALTH LLC | 07-26-2024 | 06-30-2024 | 45 | 96,799,206 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 1 | $12,140,102 | 136,283 | 0.01 | 0.01 | 1,115 | 0.82 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $11,884,602 | 196,700 | 0.01 | 0.00 | 12,123 | 6.57 | 06-30-2024 |
| PACER FDS TR | US CASH COWS 100 | 3 | $11,436,919 | 204,049 | 0.01 | 0.00 | 15,951 | 8.48 | 06-30-2024 |
| ISHARES TR | S&P 500 VAL ETF | 4 | $9,797,964 | 52,387 | 0.01 | 0.00 | 3,564 | 7.30 | 06-30-2024 |
