Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 101 | $10,253,278 | 204,656 | 0.00 | 0.00 | -5,229 | -2.49 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 102 | $9,930,302 | 182,442 | 0.00 | 0.00 | 4,422 | 2.48 | 03-31-2024 |
| PEPSICO INC | COM | 103 | $9,638,203 | 55,072 | 0.00 | 0.00 | 611 | 1.12 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 104 | $9,313,878 | 32,336 | 0.00 | 0.00 | -6,015 | -15.68 | 03-31-2024 |
