Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGDOM FINANCIAL GROUP LLC | 01-17-2024 | 12-31-2023 | 74 | 114,716,962 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 1 | $12,450,753 | 114,849 | 0.01 | 0.01 | -7,945 | -6.47 | 12-31-2023 |
| ISHARES TR | RUS TP200 GR ETF | 2 | $11,147,321 | 63,619 | 0.01 | 0.01 | -2,072 | -3.15 | 12-31-2023 |
| ISHARES TR | RUS TP200 VL ETF | 3 | $6,903,683 | 98,385 | 0.01 | 0.01 | -3,662 | -3.59 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 4 | $6,817,961 | 147,066 | 0.01 | 147,066 | +Inf | 12-31-2023 |
