Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FINANCIAL CONCEPTS LLC | 04-22-2024 | 03-31-2024 | 313 | 415,080,798 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $18,255,976 | 198,867 | 0.00 | 0.00 | 185,352 | 1371.45 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 2 | $11,274,695 | 125,974 | 0.00 | 0.00 | 114,880 | 1035.51 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $10,567,860 | 21,984 | 0.00 | 0.00 | 10,891 | 98.18 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 4 | $9,540,422 | 58,801 | 0.00 | 0.01 | 1,045 | 1.81 | 03-31-2024 |
