Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 51 | $1,239,814 | 11,218 | 0.00 | 0.00 | 131 | 1.18 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 52 | $1,113,260 | 7,376 | 0.00 | 0.00 | 749 | 11.30 | 03-31-2024 |
| FORD MTR CO DEL | COM | 53 | $1,002,598 | 75,497 | 0.00 | 0.00 | -2,925 | -3.73 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 54 | $1,001,388 | 26,030 | 0.00 | 0.00 | -222 | -0.85 | 03-31-2024 |
