Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARADIGM STRATEGIES IN WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 50 | 162,095,271 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1 | $28,245,627 | 559,874 | 0.02 | 0.01 | 126,557 | 29.21 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $22,210,203 | 569,200 | 0.01 | 0.01 | 1,014 | 0.18 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $18,346,395 | 227,538 | 0.01 | 0.01 | 3,056 | 1.36 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $18,251,706 | 196,848 | 0.01 | 0.01 | -34 | -0.02 | 03-31-2024 |
