Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 01-23-2024 | 12-31-2023 | 100 | 343,022,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 151 | $51,542 | 118 | 0.00 | 118 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | Liquidated | $0 | 0 | 0.00 | 650 | +Inf | 12-31-2023 | |
| EA SERIES TRUST | STRIVE US ENERGY | 153 | $28,050 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI EMG MKT ETF | 154 | $16,084 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
