Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CORDATUS WEALTH MANAGEMENT LLC 01-17-2024 12-31-2023 55 120,818,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PRTFLO S&P500 GW 1 $21,052,000 323,585 17.42 18.00 -8,756 -2.63 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 2 $11,514,000 24,225 9.53 3.10 16,285 205.10 12-31-2023
ALPHABET INC CAP STK CL C 3 $9,712,000 68,912 8.04 8.46 -1,304 -1.86 12-31-2023
JPMORGAN CHASE & CO COM 4 $6,057,000 35,610 5.01 4.79 -554 -1.53 12-31-2023
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