Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MBL WEALTH LLC | 04-22-2024 | 03-31-2024 | 234 | 881,516,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $101,288,319 | 193,642 | 0.01 | 0.01 | 7,739 | 4.16 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 2 | $97,001,136 | 1,056,657 | 0.01 | 0.01 | 46,973 | 4.65 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 3 | $42,602,633 | 701,393 | 0.00 | 0.00 | 561,869 | 402.70 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 4 | $33,169,501 | 689,738 | 0.00 | 0.00 | 37,790 | 5.80 | 03-31-2024 |
