Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 01-29-2024 | 12-31-2023 | 826 | 375,374,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO | PORTFOLIO S&P500 | 1 | $89,539,071 | 1,601,771 | 0.02 | 0.03 | 11,434 | 0.72 | 12-31-2023 |
| ISHARES S&P | CORE S&P US GWT | 2 | $39,544,035 | 379,865 | 0.01 | 0.01 | 2,612 | 0.69 | 12-31-2023 |
| SPDR PORTFOLIO | PRTFLO S&P500 VL | 3 | $24,384,757 | 522,942 | 0.01 | 0.01 | 10,893 | 2.13 | 12-31-2023 |
| ISHARES CORE | CORE TOTAL USD | 4 | $17,110,901 | 371,411 | 0.00 | 0.00 | 128,146 | 52.68 | 12-31-2023 |
