Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINDSOR CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 111 | 322,477,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $29,283,077 | 55,700 | 0.01 | 0.01 | 843 | 1.54 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $21,153,361 | 422,223 | 0.01 | 0.01 | -2,341 | -0.55 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 3 | $19,311,416 | 313,854 | 0.01 | 0.01 | -12,763 | -3.91 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $13,414,119 | 220,845 | 0.00 | 0.00 | 177,301 | 407.18 | 03-31-2024 |
