Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL FREEDOM LLC | 01-24-2024 | 12-31-2023 | 362 | 157,443,129 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY ENHANCED INTERNATIONAL ETF | ENHANCED INTL | 151 | $58,416 | 2,204 | 0.00 | 2,204 | +Inf | 12-31-2023 | |
| SCHWAB US LARGE-CAP GROWTH ETF | US LCAP GR ETF | 152 | $55,832 | 673 | 0.00 | 673 | +Inf | 12-31-2023 | |
| ISHARES TR RUS 1000 GRW ETF | RUS 1000 GRW ETF | 153 | $55,480 | 183 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH | MIDCP 400 GRTH | 154 | $55,118 | 561 | 0.00 | 0.00 | 6 | 1.08 | 12-31-2023 |
