Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 675 | 482,864,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APTUS DRAWDOWN MANAGED EQUITY ETF | ETF | 51 | $2,576,668 | 61,364 | 0.00 | 0.00 | -11,753 | -16.07 | 03-31-2024 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 52 | $2,416,935 | 28,918 | 0.00 | 0.00 | 3 | 0.01 | 03-31-2024 |
| VANGUARD TOTAL STK MKT | ETF | 53 | $2,019,275 | 7,769 | 0.00 | 0.00 | 574 | 7.98 | 03-31-2024 |
| ISHARES AAA-A RATED CORPORATE BOND ETF | ETF | 54 | $1,896,919 | 39,952 | 0.00 | 0.00 | 3,202 | 8.71 | 03-31-2024 |
