Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARBER FINANCIAL GROUP INC | 05-04-2023 | 03-31-2023 | 148 | 567,471,891 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 51 | $1,599,662 | 16,054 | 0.00 | 0.00 | 228 | 1.44 | 03-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 52 | $1,575,848 | 7,721 | 0.00 | 0.00 | -549 | -6.64 | 03-31-2023 |
| ISHARES TR | 1 3 YR TREAS BD | 53 | $1,298,582 | 15,806 | 0.00 | 0.00 | -3,032 | -16.10 | 03-31-2023 |
| ISHARES TR | GOV/CRED BD ETF | 54 | $1,294,069 | 12,233 | 0.00 | 0.00 | -33 | -0.27 | 03-31-2023 |
