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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 1051 | $7,736 | 103 | 0.00 | 0.00 | 1 | 0.98 | 03-31-2024 |
| COHEN & STEERS TOTAL RETURN | COM | 1052 | $7,729 | 650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COHEN & STEERS REIT & PFD & | COM | 1053 | $7,676 | 365 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P OILGAS EXP | 1054 | $7,592 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
