Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POWERS ADVISORY GROUP LLC | 01-17-2024 | 12-31-2023 | 91 | 162,053,788 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $22,736,462 | 403,129 | 0.01 | 0.01 | 12,620 | 3.23 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $13,152,056 | 172,758 | 0.01 | 0.01 | 12,596 | 7.86 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 3 | $9,522,602 | 176,934 | 0.01 | 0.01 | 14,316 | 8.80 | 12-31-2023 |
| ISHARES TR | ISHS 1-5YR INVS | 4 | $8,851,049 | 172,619 | 0.01 | 0.01 | 9,415 | 5.77 | 12-31-2023 |
