Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGHTLINE WEALTH ADVISORS LLC | 04-24-2024 | 03-31-2024 | 76 | 151,813,097 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1 | $25,837,952 | 152,553 | 0.02 | 0.02 | -7,418 | -4.64 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $11,691,330 | 71,787 | 0.01 | 0.01 | 16,738 | 30.41 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3 | $11,180,737 | 153,941 | 0.01 | 0.01 | 48,271 | 45.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4 | $10,216,542 | 261,828 | 0.01 | 0.01 | 6,909 | 2.71 | 03-31-2024 |
