Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPRENG CAPITAL MANAGEMENT INC | 05-01-2024 | 03-31-2024 | 89 | 185,493,208 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $39,672,112 | 75,461 | 0.02 | 0.02 | 19,394 | 34.59 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $13,502,521 | 32,094 | 0.01 | 0.01 | 1,447 | 4.72 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $9,950,247 | 107,315 | 0.01 | 0.00 | 41,011 | 61.85 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $9,560,553 | 118,573 | 0.01 | 0.01 | 1,429 | 1.22 | 03-31-2024 |
