Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 08-01-2024 | 06-30-2024 | 124 | 208,618,436 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 151 | $453,718 | 13,795 | 0.00 | 13,795 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 152 | $451,754 | 9,911 | 0.00 | 0.00 | -1,694 | -14.60 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 153 | $450,241 | 7,008 | 0.00 | 0.00 | -236 | -3.26 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 154 | $425,916 | 13,089 | 0.00 | 0.00 | -3 | -0.02 | 06-30-2024 |
