Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS | 01-24-2024 | 12-31-2023 | 153 | 584,113,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 1 | $42,968,517 | 1,893,303 | 0.01 | 0.01 | 272,771 | 16.83 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $31,391,549 | 71,867 | 0.01 | 0.01 | 832 | 1.17 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $22,540,952 | 296,085 | 0.00 | 0.00 | 10,077 | 3.52 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 4 | $22,274,456 | 224,428 | 0.00 | 0.00 | 132,241 | 143.45 | 12-31-2023 |
