Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE INVESTMENT ADVISORS LLC | 05-14-2024 | 03-31-2024 | 128 | 370,811,341 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 1 | $34,634,075 | 573,222 | 0.01 | 0.01 | 62,303 | 12.19 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $27,826,810 | 300,117 | 0.01 | 0.01 | 8,907 | 3.06 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $27,438,130 | 105,572 | 0.01 | 0.01 | -3,354 | -3.08 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 4 | $27,070,548 | 436,200 | 0.01 | 0.01 | -19,108 | -4.20 | 03-31-2024 |
