Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRANSPARENT WEALTH PARTNERS LLC | 04-13-2023 | 03-31-2023 | 32 | 136,816,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $35,604,418 | 231,183 | 0.03 | 0.03 | 2,476 | 1.08 | 03-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $27,021,353 | 414,629 | 0.02 | 0.02 | 2,088 | 0.51 | 03-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $13,843,067 | 95,720 | 0.01 | 0.01 | 1,067 | 1.13 | 03-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $13,396,896 | 138,541 | 0.01 | 0.01 | 4,228 | 3.15 | 03-31-2023 |
