Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOOD LIFE ADVISORS LLC | 01-18-2024 | 12-31-2023 | 436 | 1,011,245,056 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 401 | $311,580 | 5,596 | 0.00 | 0.00 | 23 | 0.41 | 12-31-2023 |
| GENERAL MLS INC | COM | 402 | $308,941 | 4,742 | 0.00 | 0.00 | -91 | -1.88 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | -936 | -10.62 | 12-31-2023 |
| LANDSTAR SYS INC | COM | 404 | $308,702 | 1,594 | 0.00 | 0.00 | -16 | -0.99 | 12-31-2023 |
