Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MEASURED WEALTH PRIVATE CLIENT GROUP LLC | 02-06-2024 | 12-31-2023 | 176 | 271,422,721 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | PRTFLO S&P500 VL | 1 | $33,715,065 | 723,034 | 0.01 | 0.01 | -23,663 | -3.17 | 12-31-2023 |
SPDR SER TR | PRTFLO S&P500 GW | 2 | $29,535,171 | 453,968 | 0.01 | 0.01 | -11,776 | -2.53 | 12-31-2023 |
SPDR SER TR | PORTFOLIO S&P400 | 3 | $22,494,038 | 461,700 | 0.01 | 0.01 | -5,883 | -1.26 | 12-31-2023 |
SPDR S&P 500 ETF TR | TR UNIT | 4 | $16,815,418 | 35,378 | 0.01 | 0.01 | -428 | -1.20 | 12-31-2023 |