Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERACTIVE FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 85 | 180,901,222 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $26,010,725 | 49,475 | 0.01 | 0.00 | 35,628 | 257.30 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 2 | $13,367,508 | 136,486 | 0.01 | 0.00 | 134,998 | 9072.45 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $11,149,815 | 61,058 | 0.01 | 0.00 | 35,407 | 138.03 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $9,641,983 | 192,186 | 0.01 | 0.00 | 188,371 | 4937.64 | 03-31-2024 |
