Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MFA WEALTH ADVISORS LLC | 04-24-2024 | 03-31-2024 | 86 | 380,395,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 1 | $32,870,265 | 923,063 | 0.01 | 0.01 | 5,202 | 0.57 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 2 | $31,745,696 | 1,652,561 | 0.01 | 0.01 | 52,745 | 3.30 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 3 | $29,256,116 | 102,076 | 0.01 | 0.01 | -3,489 | -3.31 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG INVT | 4 | $24,093,207 | 781,485 | 0.01 | 0.01 | -281,066 | -26.45 | 03-31-2024 |
