Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANNED SOLUTIONS INC | 04-26-2024 | 03-31-2024 | 102 | 203,834,862 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF | ETF | 1 | $26,637,668 | 296,303 | 0.01 | 0.01 | 4,663 | 1.60 | 03-31-2024 |
| SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF | ETF | 2 | $23,122,343 | 343,112 | 0.01 | 0.01 | 8,990 | 2.69 | 03-31-2024 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 3 | $16,830,058 | 145,968 | 0.01 | 0.01 | -1,856 | -1.26 | 03-31-2024 |
| JPMORGAN INCOME ETF | ETF | 4 | $13,519,975 | 296,751 | 0.01 | 0.01 | 10,748 | 3.76 | 03-31-2024 |
