Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 05-15-2024 | 03-31-2024 | 483 | 1,481,441,723 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $46,533,051 | 88,511 | 0.00 | 0.00 | -4,188 | -4.52 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $39,832,901 | 1,020,833 | 0.00 | 0.00 | -43,784 | -4.11 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $36,269,140 | 86,207 | 0.00 | 0.00 | -4,945 | -5.43 | 03-31-2024 |
| APPLE INC | COM | 4 | $35,352,747 | 206,163 | 0.00 | 0.00 | -517 | -0.25 | 03-31-2024 |
