Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURED RETIREMENT ADVISORS LLC | 02-16-2024 | 12-31-2023 | 102 | 104,088,320 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EA SERIES TRUST | STRIVE 500 ETF | 1 | $4,015,676 | 131,360 | 0.00 | 131,360 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $3,686,572 | 73,394 | 0.00 | 73,394 | +Inf | 12-31-2023 | |
| UNITEDHEALTH GROUP INC | COM | 3 | $3,581,575 | 6,803 | 0.00 | 6,803 | +Inf | 12-31-2023 | |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 4 | $3,128,060 | 117,729 | 0.00 | 117,729 | +Inf | 12-31-2023 |
