Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMART MONEY GROUP LLC | 02-06-2024 | 12-31-2023 | 81 | 229,604,559 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 1 | $29,242,823 | 344,560 | 0.01 | 0.01 | -10,827 | -3.05 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $22,605,704 | 296,936 | 0.01 | 0.01 | -8,811 | -2.88 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $20,269,706 | 49,496 | 0.01 | 0.01 | 9,375 | 23.37 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 4 | $19,790,450 | 542,216 | 0.01 | 542,216 | +Inf | 12-31-2023 |
