Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 04-16-2024 | 03-31-2024 | 26 | 196,452,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $23,526,988 | 128,837 | 0.01 | 0.01 | 1,018 | 0.80 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $23,106,770 | 92,479 | 0.01 | 0.01 | 1,130 | 1.24 | 03-31-2024 |
| ISHARES INC | MSCI GBL MIN VOL | 3 | $21,711,881 | 206,249 | 0.01 | 0.01 | 5,952 | 2.97 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 2000 DYNM | 4 | $21,652,055 | 573,261 | 0.01 | 0.01 | 24,562 | 4.48 | 03-31-2024 |
