Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REZNY WEALTH MANAGEMENT INC | 04-15-2024 | 03-31-2024 | 25 | 345,666,613 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $102,287,080 | 194,562 | 0.03 | 0.03 | -3,287 | -1.66 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $91,645,659 | 266,257 | 0.03 | 0.03 | 5,518 | 2.12 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $21,554,576 | 267,327 | 0.01 | 0.01 | -8,186 | -2.97 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 4 | $20,769,502 | 92,313 | 0.01 | 0.00 | 2,550 | 2.84 | 03-31-2024 |
