Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIES WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 98 | 649,981,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $105,019,561 | 305,112 | 0.02 | 0.02 | 7,183 | 2.41 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $76,871,771 | 472,011 | 0.01 | 0.01 | 30,614 | 6.94 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3 | $71,047,866 | 1,982,362 | 0.01 | 0.01 | 361,830 | 22.33 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 4 | $59,276,044 | 1,020,945 | 0.01 | 0.01 | 50,668 | 5.22 | 03-31-2024 |
