Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIAD WEALTH PARTNERS LLC | 07-18-2024 | 06-30-2024 | 1003 | 190,817,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $17,568,717 | 243,841 | 0.01 | 0.01 | 38,488 | 18.74 | 06-30-2024 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 2 | $17,069,503 | 379,913 | 0.01 | 0.01 | 51,165 | 15.56 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $16,086,181 | 32,164 | 0.01 | 0.01 | 3,699 | 12.99 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 4 | $12,690,584 | 241,771 | 0.01 | 0.01 | 37,410 | 18.31 | 06-30-2024 |
