Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YEOMANS CONSULTING GROUP INC | 04-30-2024 | 03-31-2024 | 72 | 228,391,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $23,170,218 | 52,184 | 0.01 | 0.02 | -30,511 | -36.90 | 03-31-2024 |
| PACER FDS TR | PACER US SMALL | 2 | $22,173,077 | 451,039 | 0.01 | 451,039 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $21,345,563 | 62,015 | 0.01 | 0.01 | 16,370 | 35.86 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 4 | $20,829,275 | 415,754 | 0.01 | 0.01 | -58,751 | -12.38 | 03-31-2024 |
