Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FINANCIAL CONCEPTS LLC | 04-22-2024 | 03-31-2024 | 313 | 415,080,798 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SM CP VAL ETF | 201 | $361,679 | 1,885 | 0.00 | 1,885 | +Inf | 03-31-2024 | |
| DEERE & CO | COM | 202 | $361,366 | 880 | 0.00 | 880 | +Inf | 03-31-2024 | |
| ENBRIDGE INC | COM | 203 | $361,352 | 9,988 | 0.00 | 9,988 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 204 | $359,220 | 5,626 | 0.00 | 5,626 | +Inf | 03-31-2024 |
