Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGER WEALTH ADVISORS GROUP LLC | 04-12-2021 | 03-31-2021 | 81 | 183,596,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $17,573,000 | 68,434 | 9.57 | 68,434 | +Inf | 03-31-2021 | |
| ISHARES TR | CORE US AGGBD ET | 2 | $13,114,000 | 114,855 | 7.14 | 114,855 | +Inf | 03-31-2021 | |
| APPLE INC | COM | 3 | $10,961,000 | 82,413 | 5.97 | 82,413 | +Inf | 03-31-2021 | |
| ISHARES TR | 1 3 YR TREAS BD | 4 | $9,377,000 | 108,730 | 5.11 | 108,730 | +Inf | 03-31-2021 |
