Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 101 | $1,934,965 | 11,709 | 0.00 | 11,709 | +Inf | 12-31-2023 | |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | ETF | 102 | $1,923,643 | 53,154 | 0.00 | 0.00 | 20,634 | 63.45 | 12-31-2023 |
| NVIDIA CORP | Stock | 103 | $1,915,337 | 3,868 | 0.00 | 0.00 | -455 | -10.53 | 12-31-2023 |
| VANGUARD MID CAP | ETF | 104 | $1,887,845 | 8,115 | 0.00 | 0.00 | -1,962 | -19.47 | 12-31-2023 |
