Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FAMILY WEALTH COUNSELORS LLC | 08-13-2024 | 06-30-2024 | 124 | 262,961,469 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROBLOX CORP | CL A | 1 | $18,630,192 | 500,677 | 0.01 | 0.01 | -26 | -0.01 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $12,616,277 | 125,112 | 0.00 | 0.00 | 2,857 | 2.34 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $11,280,508 | 145,068 | 0.00 | 0.00 | 6,729 | 4.86 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 4 | $9,550,284 | 148,643 | 0.00 | 0.00 | 316 | 0.21 | 06-30-2024 |
