Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RAINSBERGER WEALTH ADVISORS INC | 01-26-2024 | 12-31-2023 | 69 | 183,264,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 1 | $11,322,329 | 306,340 | 0.01 | 0.01 | 4,156 | 1.38 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $11,301,513 | 203,009 | 0.01 | 0.01 | -2,358 | -1.15 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 3 | $8,027,271 | 51,165 | 0.00 | 0.00 | -1,491 | -2.83 | 12-31-2023 |
| ISHARES TR | 3 7 YR TREAS BD | 4 | $7,964,997 | 68,001 | 0.00 | 0.00 | -319 | -0.47 | 12-31-2023 |
