Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $300,144,079 | 279,201 | 0.01 | 0.00 | -10,811 | -3.73 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $191,257,824 | 511,429 | 0.00 | 0.00 | 409,419 | 401.35 | 03-31-2024 |
| VANGUARD WORLD FDS | INF TECH ETF | 3 | $182,272,984 | 142,828 | 0.00 | 0.00 | -774 | -0.54 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 4 | $157,297,732 | 157,704 | 0.00 | 0.00 | 12,846 | 8.87 | 03-31-2024 |
