Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GROUP LLC | 04-30-2024 | 03-31-2024 | 847 | 279,271,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US REIT ETF | 101 | $732,051 | 36,062 | 0.00 | 0.00 | -8,717 | -19.47 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 102 | $729,957 | 14,570 | 0.00 | 0.00 | 5,950 | 69.03 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | 103 | $718,681 | 14,652 | 0.00 | 0.00 | -620 | -4.06 | 03-31-2024 |
| ISHARES SILVER TR | ISHARES | 104 | $673,559 | 29,607 | 0.00 | 0.00 | 260 | 0.89 | 03-31-2024 |
