Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL PLANNING & INFORMATION SERVICES INC | 05-14-2024 | 03-31-2024 | 86 | 665,573,146 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 600 SMCP VAL | 1 | $52,381,255 | 631,328 | 0.01 | 0.01 | -5,531 | -0.87 | 03-31-2024 |
| WISDOMTREE TR | US MIDCAP DIVID | 2 | $48,509,322 | 994,655 | 0.01 | 0.01 | -130,794 | -11.62 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 3 | $46,932,937 | 641,599 | 0.01 | 0.01 | 55,746 | 9.52 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 4 | $40,379,877 | 865,685 | 0.01 | 0.00 | 339,280 | 64.45 | 03-31-2024 |
