Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNIFY WEALTH | 07-22-2024 | 06-30-2024 | 25 | 69,497,628 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. TECH ETF | 1 | $8,725,539 | 57,977 | 0.01 | 0.01 | 14,310 | 32.77 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 2 | $5,839,245 | 100,694 | 0.01 | 0.01 | 19,457 | 23.95 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $5,333,900 | 9,801 | 0.01 | 0.01 | 935 | 10.55 | 06-30-2024 |
| TCW ETF TRUST | TRANSFORM SYSTEM | 4 | $5,301,554 | 77,724 | 0.01 | 0.01 | 5,399 | 7.46 | 06-30-2024 |
