Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEITZEL FINANCIAL SERVICES INC | 04-10-2024 | 03-31-2024 | 41 | 197,954,359 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S P 1500 CMPST ST ETF | PRTFLO S&P500 VL | 1 | $43,754,370 | 684,366 | 0.02 | 0.02 | -488 | -0.07 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VAN FTSE DEV MKT | 2 | $27,281,147 | 546,990 | 0.01 | 0.01 | 1,689 | 0.31 | 03-31-2024 |
| SCHWAB US DIVIDEND EQUITY ETF | US DIVIDEND EQ | 3 | $14,497,717 | 180,995 | 0.01 | 0.01 | 18,359 | 11.29 | 03-31-2024 |
| VANGUARD TOTAL INTERNATLBND ETF IV | TOTAL INT BD ETF | 4 | $13,662,055 | 279,591 | 0.01 | 0.01 | 12,052 | 4.50 | 03-31-2024 |
