Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WEALTH QUARTERBACK LLC 11-13-2023 09-30-2023 111 115,605,103
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $7,526,891 17,528 0.01 0.01 -15,431 -46.82 09-30-2023
VANGUARD INDEX FDS SM CP VAL ETF 2 $6,006,165 37,659 0.01 0.00 3,183 9.23 09-30-2023
ISHARES TR SELECT DIVID ETF 3 $5,761,543 53,526 0.00 0.00 8,203 18.10 09-30-2023
SPDR DOW JONES INDL AVERAGE UT SER 1 4 $5,650,217 16,869 0.00 0.01 -14,222 -45.74 09-30-2023
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