Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL INSIGHTS INC | 04-25-2024 | 03-31-2024 | 159 | 358,508,608 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 HI | 151 | $607,597 | 14,925 | 0.00 | 14,925 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 152 | $586,236 | 6,764 | 0.00 | 6,764 | +Inf | 03-31-2024 | |
| VANECK ETF TRUST | FALLEN ANGEL HG | Liquidated | $0 | 0 | 0.53 | 0.45 | 602 | 3.61 | 03-31-2024 |
| CME GROUP INC | COM | 154 | $565,136 | 2,625 | 0.00 | 2,625 | +Inf | 03-31-2024 |
