Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 665 | 3,725,646,822 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 251 | $2,030,850 | 23,778 | 0.00 | 0.00 | 15,048 | 172.37 | 12-31-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 252 | $2,011,996 | 26,062 | 0.00 | 0.00 | 13,733 | 111.39 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 253 | $1,989,130 | 35,362 | 0.00 | 0.00 | 5,111 | 16.90 | 12-31-2023 |
| PACER FDS TR | DEVELOPED MRKT | 254 | $1,973,095 | 63,179 | 0.00 | 0.00 | 2,592 | 4.28 | 12-31-2023 |
