Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINEWEAVER WEALTH ADVISORS LLC | 04-30-2024 | 03-31-2024 | 124 | 421,097,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $66,883,656 | 127,185 | 0.02 | 0.02 | 2,664 | 2.14 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 2 | $38,241,123 | 232,647 | 0.01 | 0.01 | 7,018 | 3.11 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 3 | $21,670,254 | 259,259 | 0.01 | 0.01 | -1,559 | -0.60 | 03-31-2024 |
| APPLE INC | COM | 4 | $15,019,941 | 87,576 | 0.00 | 0.00 | 951 | 1.10 | 03-31-2024 |
