Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORD FINANCIAL GROUP LLC | 05-11-2023 | 03-31-2023 | 7 | 2,358,708 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 101 | $383,398 | 6,926 | 0.02 | 0.01 | -470,759 | -98.55 | 03-31-2023 |
| WISDOMTREE TR | US EFFICIENT COR | 102 | $343,925 | 9,810 | 0.01 | 0.00 | -20,863 | -68.02 | 03-31-2023 |
| SPDR SER TR | S&P 600 SMCP VAL | 103 | $299,427 | 3,931 | 0.01 | 0.01 | -194,866 | -98.02 | 03-31-2023 |
| SPDR SER TR | PORTFOLI S&P1500 | 104 | $290,973 | 5,770 | 0.01 | 0.01 | -263,766 | -97.86 | 03-31-2023 |
