Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SIGNET FINANCIAL MANAGEMENT LLC 08-02-2024 06-30-2024 264 741,367,769
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PRTFLO S&P500 GW 1 $34,947,011 436,129 0.00 0.00 31,782 7.86 06-30-2024
APPLE INC COM 2 $31,123,048 147,769 0.00 0.00 -2,596 -1.73 06-30-2024
SPDR SER TR PRTFLO S&P500 VL 3 $31,119,960 638,489 0.00 0.00 21,039 3.41 06-30-2024
VANGUARD INDEX FDS GROWTH ETF 4 $18,524,641 49,530 0.00 0.00 -1,151 -2.27 06-30-2024
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