Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONEBRIDGE FINANCIAL PLANNING GROUP LLC | 05-10-2022 | 03-31-2022 | 110 | 178,636,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS TP200 GR ETF | 1 | $13,593,000 | 85,563 | 7.61 | 85,563 | +Inf | 03-31-2022 | |
| ISHARES TR | U.S. TECH ETF | 2 | $11,132,000 | 108,038 | 6.23 | 108,038 | +Inf | 03-31-2022 | |
| ISHARES TR | TIPS BD ETF | 3 | $9,169,000 | 73,608 | 5.13 | 73,608 | +Inf | 03-31-2022 | |
| ISHARES TR | CORE S&P500 ETF | 4 | $5,933,000 | 13,077 | 3.32 | 13,077 | +Inf | 03-31-2022 |
