Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANCHEZ WEALTH MANAGEMENT GROUP | 01-11-2024 | 12-31-2023 | 36 | 274,385,601 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | 1 | $38,619,270 | 768,697 | 0.01 | 0.02 | -195,790 | -20.30 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $23,279,970 | 499,249 | 0.01 | 0.01 | -10,970 | -2.15 | 12-31-2023 |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 3 | $23,140,160 | 393,474 | 0.01 | 0.01 | -86,715 | -18.06 | 12-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $22,122,269 | 72,970 | 0.01 | 0.01 | -16,280 | -18.24 | 12-31-2023 |
