Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEDGE WEALTH MANAGEMENT INC | 04-14-2023 | 03-31-2023 | 67 | 210,933,408 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $26,490,008 | 191,804 | 0.01 | 9.03 | 72,406 | 60.64 | 03-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 2 | $15,411,929 | 154,676 | 0.01 | 2.12 | 118,746 | 330.49 | 03-31-2023 |
| AMERICAN CENTY ETF TR | MULTISECTOR | 3 | $13,484,919 | 308,671 | 0.01 | 308,671 | +Inf | 03-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 4 | $12,052,287 | 83,338 | 0.01 | 4.89 | 20,555 | 32.74 | 03-31-2023 |
