Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MICHAEL S RYAN INC | 04-01-2024 | 03-31-2024 | 46 | 126,745,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 1 | $20,639,219 | 411,960 | 0.02 | 0.01 | 52,176 | 14.50 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP VAL | 2 | $14,824,069 | 178,668 | 0.01 | 0.01 | 25,765 | 16.85 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP VAL | 3 | $13,418,089 | 176,554 | 0.01 | 0.01 | 13,300 | 8.15 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $12,631,000 | 251,764 | 0.01 | 0.01 | 38,893 | 18.27 | 03-31-2024 |
