Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAGNER WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 248 | 328,071,732 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 701 | $6,838 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 702 | $6,813 | 72 | 0.00 | 0.00 | 36 | 100.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 703 | $6,811 | 191 | 0.00 | 0.00 | 19 | 11.05 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | 704 | $6,121 | 218 | 0.00 | 218 | +Inf | 03-31-2024 |
