Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONEYWISE INC | 04-22-2024 | 03-31-2024 | 59 | 183,980,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $32,697,989 | 526,877 | 0.02 | 0.02 | -43,567 | -7.64 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 2 | $13,157,206 | 161,577 | 0.01 | 0.01 | -43,608 | -21.25 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 3 | $12,587,237 | 255,630 | 0.01 | 0.01 | -57,390 | -18.33 | 03-31-2024 |
| PACER FDS TR | PACER US SMALL | 4 | $12,234,263 | 248,866 | 0.01 | 0.01 | -54,844 | -18.06 | 03-31-2024 |
