Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING FINANCIAL PLANNING INC | 05-06-2024 | 03-31-2024 | 105 | 246,817,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P MC 400VL ETF | 1 | $15,332,716 | 129,620 | 0.01 | 0.01 | 1,745 | 1.36 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 2 | $14,623,828 | 348,104 | 0.01 | 0.01 | 2,363 | 0.68 | 03-31-2024 |
| ISHARES TR | S&P MC 400GR ETF | 3 | $14,484,568 | 158,735 | 0.01 | 0.01 | -276 | -0.17 | 03-31-2024 |
| ISHARES TR | S&P SML 600 GWT | 4 | $14,179,560 | 108,464 | 0.01 | 0.01 | 226 | 0.21 | 03-31-2024 |
