Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | 02-16-2024 | 12-31-2023 | 661 | 1,768,999,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 101 | $4,901,891 | 202,725 | 0.00 | 202,725 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 102 | $4,884,703 | 77,956 | 0.00 | 0.00 | -6,272 | -7.45 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 103 | $4,808,609 | 196,913 | 0.00 | 0.00 | 7,192 | 3.79 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 104 | $4,764,184 | 22,332 | 0.00 | 0.00 | -4,271 | -16.05 | 12-31-2023 |
