Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONEYWISE INC | 01-29-2024 | 12-31-2023 | 52 | 174,139,891 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $32,173,029 | 570,444 | 0.02 | 0.02 | -20,248 | -3.43 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 2 | $15,454,515 | 205,185 | 0.01 | 0.01 | -32,704 | -13.75 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 3 | $14,787,064 | 313,020 | 0.01 | 0.01 | -42,197 | -11.88 | 12-31-2023 |
| PACER FDS TR | PACER US SMALL | 4 | $14,587,172 | 303,710 | 0.01 | 0.01 | 16,688 | 5.81 | 12-31-2023 |
