Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANNING DIRECTIONS INC | 01-31-2024 | 12-31-2023 | 69 | 140,190,157 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $23,473,576 | 308,335 | 0.02 | 13.45 | 53,785 | 21.13 | 12-31-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 2 | $18,818,961 | 244,339 | 0.01 | 14.57 | -20,647 | -7.79 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $14,301,679 | 83,930 | 0.01 | 11.21 | -10,883 | -11.48 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $8,614,102 | 111,336 | 0.01 | 5.66 | 8,466 | 8.23 | 12-31-2023 |
