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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 151 | $399,118 | 1,916 | 0.00 | 0.00 | -5 | -0.26 | 03-31-2024 |
| ISHARES TR | PHLX SEMICND ETF | 152 | $390,012 | 1,726 | 0.00 | 0.00 | 1,402 | 432.72 | 03-31-2024 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 153 | $389,610 | 11,988 | 0.00 | 0.00 | 9,881 | 468.96 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 154 | $373,798 | 2,455 | 0.00 | 0.00 | -40 | -1.60 | 03-31-2024 |
