Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LVW ADVISORS LLC | 07-14-2023 | 06-30-2023 | 200 | 519,893,210 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $55,090,023 | 758,607 | 0.01 | 2.50 | 570,893 | 304.13 | 06-30-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 2 | $38,677,741 | 546,605 | 0.01 | 8.00 | -116,260 | -17.54 | 06-30-2023 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 3 | $32,151,017 | 613,218 | 0.01 | 7.37 | -104,989 | -14.62 | 06-30-2023 |
| APPLE INC | COM | 4 | $31,252,654 | 161,121 | 0.01 | 5.32 | -19,102 | -10.60 | 06-30-2023 |
