Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 04-16-2024 | 03-31-2024 | 3384 | 2,681,645,965 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MATERIALS ETF | 301 | $1,483,462 | 7,257 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 302 | $1,483,164 | 6,186 | 0.00 | 0.00 | -5 | -0.08 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 303 | $1,475,470 | 14,839 | 0.00 | 0.00 | -1,334 | -8.25 | 03-31-2024 |
| FS KKR CAP CORP | COM | 304 | $1,474,383 | 77,314 | 0.00 | 0.00 | -3,265 | -4.05 | 03-31-2024 |
