Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 451 | $864,245 | 14,156 | 0.00 | 0.00 | 5 | 0.04 | 03-31-2024 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 452 | $855,714 | 33,193 | 0.00 | 0.00 | 6,631 | 24.96 | 03-31-2024 |
| REPUBLIC SVCS INC | COM | 453 | $851,114 | 4,446 | 0.00 | 0.00 | 1,453 | 48.55 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 454 | $850,011 | 7,186 | 0.00 | 0.00 | -1,368 | -15.99 | 03-31-2024 |
