Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEELYN SMITH LLC | 11-06-2023 | 09-30-2023 | 110 | 409,794,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 1 | $31,101,592 | 410,095 | 0.01 | 0.01 | 2,414 | 0.59 | 09-30-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 2 | $29,653,213 | 130,688 | 0.01 | 0.01 | -238 | -0.18 | 09-30-2023 |
| ISHARES TR | MSCI USA MIN VOL | 3 | $26,987,647 | 372,861 | 0.01 | 0.01 | -3,889 | -1.03 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $25,634,429 | 362,273 | 0.01 | 0.01 | 7,147 | 2.01 | 09-30-2023 |
