Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVEN SPRINGS WEALTH GROUP LLC | 02-07-2024 | 12-31-2023 | 60 | 221,888,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $57,879,684 | 1,075,431 | 0.03 | 0.03 | -81,318 | -7.03 | 12-31-2023 |
| THE CIGNA GROUP | COM | 2 | $45,425,966 | 151,698 | 0.02 | 0.02 | -959 | -0.63 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 3 | $13,161,913 | 390,214 | 0.01 | 0.00 | 78,303 | 25.10 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4 | $11,159,929 | 271,531 | 0.01 | 0.01 | -1,330 | -0.49 | 12-31-2023 |
