Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GAME PLAN FINANCIAL ADVISORS LLC 04-12-2024 12-31-2023 5832 174,566,870,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB US TIPS ETF UIE 401 $14,344 275 0.00 0.01 0 0.00 03-31-2024
ISHARES CORE SP MID-CAPETF UIE 402 $14,274 235 0.00 0.01 188 400.00 03-31-2024
VANECK GOLD MINERS ETF UIE 403 $14,229 450 0.00 0.01 0 0.00 03-31-2024
NUVEEN PREFERRED INCOME CEM 404 $14,215 1,977 0.00 0.01 0 0.00 03-31-2024
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