Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PAULSON WEALTH MANAGEMENT INC | 02-13-2024 | 12-31-2023 | 134 | 312,079,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $35,733,940 | 117,868 | 0.01 | 0.01 | -12,062 | -9.28 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 2 | $33,187,173 | 200,830 | 0.01 | 0.01 | 5,983 | 3.07 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 3 | $31,288,710 | 415,245 | 0.01 | 0.01 | 59,629 | 16.77 | 12-31-2023 |
| APPLE INC | COM | 4 | $20,774,509 | 107,903 | 0.01 | 0.01 | -94 | -0.09 | 12-31-2023 |
