Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINEWEAVER WEALTH ADVISORS LLC | 01-19-2024 | 12-31-2023 | 128 | 385,894,125 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $59,488,562 | 124,521 | 0.02 | 0.02 | 4,338 | 3.61 | 12-31-2023 |
| ISHARES TR | MSCI USA QLT FCT | 2 | $33,204,731 | 225,629 | 0.01 | 0.01 | 22,991 | 11.35 | 12-31-2023 |
| ISHARES TR | MSCI USA MIN VOL | 3 | $20,353,081 | 260,818 | 0.01 | 0.01 | -26,420 | -9.20 | 12-31-2023 |
| APPLE INC | COM | 4 | $16,678,752 | 86,625 | 0.00 | 0.00 | 6,962 | 8.74 | 12-31-2023 |
