Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
INTERACTIVE FINANCIAL ADVISORS INC 02-05-2024 12-31-2023 82 186,621,296
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR US AER DEF ETF 1 $27,872,816 58,356 0.01 0.00 38,566 194.88 12-31-2023
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2 $14,434,156 14,434,156 0.01 0.00 14,430,717 419619.57 12-31-2023
SELECT SECTOR SPDR TR SBI HEALTHCARE 3 $11,266,267 235,203 0.01 0.00 217,277 1212.08 12-31-2023
ISHARES TR EAFE VALUE ETF 4 $11,218,796 113,035 0.01 0.00 46,706 70.42 12-31-2023
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