Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT INC | 04-30-2024 | 03-31-2024 | 20 | 182,433,286 |
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 | $37,530,504 | 513,062 | 0.02 | 0.02 | 18,599 | 3.76 | 03-31-2024 |
| SPDR SER TR | PORTFLI INTRMDIT | 2 | $22,590,947 | 801,666 | 0.01 | 0.01 | 41,389 | 5.44 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $17,534,435 | 349,988 | 0.01 | 0.01 | -118,255 | -25.26 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $16,118,007 | 449,721 | 0.01 | 0.01 | -103,397 | -18.69 | 03-31-2024 |
