Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERACTIVE FINANCIAL ADVISORS INC | 02-05-2024 | 12-31-2023 | 82 | 186,621,296 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | UTILITIES ETF | 101 | $637,924 | 4,654 | 0.00 | 0.00 | 214 | 4.82 | 12-31-2023 |
| APPLE INC | COM | 102 | $629,114 | 10,508 | 0.00 | 0.00 | 3,412 | 48.08 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 103 | $617,176 | 6,008 | 0.00 | 0.00 | -11,775 | -66.21 | 12-31-2023 |
| SPDR SER TR | S&P BIOTECH | 104 | $584,383 | 3,341 | 0.00 | 0.00 | -4,087 | -55.02 | 12-31-2023 |
