Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING MANOR FINANCIAL LLC | 04-23-2024 | 03-31-2024 | 26 | 133,164,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $20,287,343 | 349,420 | 0.02 | 0.01 | 130,728 | 59.78 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 2 | $16,287,692 | 142,699 | 0.01 | 0.01 | -20,805 | -12.72 | 03-31-2024 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 3 | $15,452,501 | 129,483 | 0.01 | 129,483 | +Inf | 03-31-2024 | |
| SPDR SER TR | PRTFLO S&P500 GW | 4 | $14,444,410 | 197,463 | 0.01 | 0.01 | 10,443 | 5.58 | 03-31-2024 |
