Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT INC | 10-24-2023 | 09-30-2023 | 21 | 162,023,561 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $29,311,782 | 494,463 | 0.02 | 0.02 | -5,049 | -1.01 | 09-30-2023 |
| SPDR SER TR | PORTFLI INTRMDIT | 2 | $20,930,429 | 760,277 | 0.01 | 0.01 | 19,308 | 2.61 | 09-30-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $19,319,713 | 468,243 | 0.01 | 0.01 | -10,451 | -2.18 | 09-30-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $17,152,187 | 553,118 | 0.01 | 0.01 | 28,825 | 5.50 | 09-30-2023 |
