Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTIS ADVISORS LLC | 02-13-2024 | 12-31-2023 | 265 | 147,414,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO FTSE RAFI EMERGING MARKETS ETF | ETF | 351 | $15,127 | 792 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GROWGENERATION CORP COM | Stock | 352 | $15,060 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 353 | $14,972 | 600 | 0.00 | 0.00 | 3 | 0.50 | 12-31-2023 |
| ISHARES TIPS BOND ETF | ETF | 354 | $14,826 | 138 | 0.00 | 138 | +Inf | 12-31-2023 |
