Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESURGENT FINANCIAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 499 | 162,865,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI GBL MIN VOL | Liquidated | $0 | 0 | 0.00 | 656 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 352 | $62,194 | 808 | 0.00 | 808 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 353 | $61,903 | 566 | 0.00 | 0.00 | 22 | 4.04 | 12-31-2023 |
| SCHWAB CHARLES CORP | COM | 354 | $61,782 | 898 | 0.00 | 0.00 | -1,176 | -56.70 | 12-31-2023 |
