Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING FINANCIAL PLANNING INC | 05-06-2024 | 03-31-2024 | 105 | 246,817,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SELECT DIVID ETF | 101 | $266,646 | 2,165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GUINNESS ATKINSON FDS | SMARTETFS DIVID | 102 | $256,377 | 9,376 | 0.00 | 0.00 | -370 | -3.80 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 103 | $252,969 | 1,604 | 0.00 | 0.00 | -8 | -0.50 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 104 | $250,798 | 2,732 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
