Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KFA PRIVATE WEALTH GROUP LLC | 05-01-2024 | 03-31-2024 | 99 | 322,384,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $65,172,849 | 123,966 | 0.02 | 0.02 | 14,989 | 13.75 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $24,780,531 | 99,178 | 0.01 | 0.01 | 12,805 | 14.83 | 03-31-2024 |
| VANECK ETF TRUST | IG FLOATING RATE | 3 | $24,749,683 | 970,195 | 0.01 | 0.01 | 92,630 | 10.56 | 03-31-2024 |
| ISHARES TR | SHORT TREAS BD | 4 | $24,107,825 | 218,091 | 0.01 | 0.01 | 50,139 | 29.85 | 03-31-2024 |
