Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL GRAVITY ASSET MANAGEMENT INC | 11-15-2023 | 09-30-2023 | 57510 | 9,074,989,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | UIT EXCHANGE TRADED | 1351 | $259,707 | 1,134 | 0.00 | 1,134 | +Inf | 09-30-2023 | |
| AMERICAN FUNDS AMCAP A | LOAD EQUITY FUND | 1352 | $245,978 | 10,703 | 0.00 | 10,703 | +Inf | 09-30-2023 | |
| BLACKROCK HG YLD CL INSTI MF | High Yield | 1353 | $245,465 | 37,362 | 0.00 | 1.93 | 37,355 | 533642.86 | 09-30-2023 |
| ISHARES TR | UIT EXCHANGE TRADED | 1354 | $239,103 | 12 | 0.00 | 12 | +Inf | 09-30-2023 |
