Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL GRAVITY ASSET MANAGEMENT INC | 11-15-2023 | 09-30-2023 | 57510 | 9,074,989,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | Domestic Fixed Income | 3051 | $712 | 14 | 0.00 | 14 | +Inf | 09-30-2023 | |
| SPDR SER TR | Domestic Equities | 3052 | $705 | 10 | 0.00 | 0.02 | -64 | -86.49 | 09-30-2023 |
| SPDR SER TR | Domestic Equities | 3053 | $702 | 12 | 0.00 | 0.02 | -43 | -78.18 | 09-30-2023 |
| AMERIPRISE FINL INC | Domestic Equities | 3054 | $700 | 1 | 0.00 | 0.01 | -306 | -99.67 | 09-30-2023 |
