Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWEET FINANCIAL PARTNERS LLC | 04-23-2024 | 03-31-2024 | 196 | 433,186,345 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $83,337,334 | 173,367 | 0.02 | 0.02 | -5,231 | -2.93 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $23,248,717 | 288,338 | 0.01 | 0.00 | 20,876 | 7.81 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 3 | $22,385,884 | 398,538 | 0.01 | 0.00 | -5,435 | -1.35 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | VANGUARD INTL EQUITY INDEX F | 4 | $19,598,708 | 334,164 | 0.00 | 0.00 | 20,521 | 6.54 | 03-31-2024 |
