Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | ETF | 251 | $322,438 | 5,065 | 0.00 | 5,065 | +Inf | 12-31-2023 | |
| FIDELITY TOTAL BOND ETF | ETF | 252 | $320,718 | 6,966 | 0.00 | 6,966 | +Inf | 12-31-2023 | |
| INVESCO BULLETSHARES 2023 CORPORATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 15,112 | +Inf | 12-31-2023 | |
| NORTHROP GRUMMAN CORP COM | Stock | 254 | $318,201 | 680 | 0.00 | 680 | +Inf | 12-31-2023 |
