Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFESTEPS FINANCIAL INC | 04-26-2024 | 03-31-2024 | 441 | 132,516,758 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QORVO INC COM | Stock | 451 | $4,019 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
| CONAGRA BRANDS INC COM | Stock | 452 | $3,916 | 132 | 0.00 | 132 | +Inf | 03-31-2024 | |
| TRI POINTE HOMES INC COM | Stock | 453 | $3,905 | 101 | 0.00 | 101 | +Inf | 03-31-2024 | |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 454 | $3,900 | 45 | 0.00 | 45 | +Inf | 03-31-2024 |
