Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERSONAL WEALTH PARTNERS | 04-25-2022 | 03-31-2022 | 74 | 229,194,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 1 | $42,365,000 | 546,154 | 18.48 | 546,154 | +Inf | 03-31-2022 | |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $19,824,000 | 373,125 | 8.65 | 373,125 | +Inf | 03-31-2022 | |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $16,655,000 | 398,931 | 7.27 | 398,931 | +Inf | 03-31-2022 | |
| SPDR SER TR | PORTFOLIO S&P600 | 4 | $15,392,000 | 365,866 | 6.72 | 365,866 | +Inf | 03-31-2022 |
