Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFESTEPS FINANCIAL INC | 04-26-2024 | 03-31-2024 | 441 | 132,516,758 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC COM | Stock | 151 | $260,212 | 526 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 152 | $259,268 | 5,265 | 0.00 | 0.00 | -174 | -3.20 | 03-31-2024 |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 153 | $255,346 | 4,183 | 0.00 | 0.00 | -80 | -1.88 | 03-31-2024 |
| TRACTOR SUPPLY CO COM | Stock | 154 | $250,594 | 957 | 0.00 | 957 | +Inf | 03-31-2024 |
