Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFEPLAN FINANCIAL LLC | 01-30-2024 | 12-31-2023 | 89 | 99,847,938 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 1 | $7,521,588 | 192,713 | 0.01 | 192,713 | +Inf | 12-31-2023 | |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $7,105,593 | 109,216 | 0.01 | 109,216 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 3 | $4,744,112 | 65,863 | 0.00 | 65,863 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 4 | $4,269,472 | 49,912 | 0.00 | 49,912 | +Inf | 12-31-2023 |
