Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSLEY WEALTH MANAGEMENT | 04-15-2024 | 03-31-2024 | 95 | 106,551,664 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $11,839,431 | 22,520 | 0.01 | 0.01 | -4,736 | -17.38 | 03-31-2024 |
| SPDR SER TR | PORTFLI TIPS ETF | 2 | $8,129,457 | 317,309 | 0.01 | 0.01 | -32,726 | -9.35 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 3 | $7,590,390 | 166,492 | 0.01 | 0.01 | 14,826 | 9.78 | 03-31-2024 |
| SSGA ACTIVE TR | SPDR SSGA US SCT | 4 | $5,231,031 | 104,923 | 0.00 | 0.00 | 14,966 | 16.64 | 03-31-2024 |
