Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REAL ESTATE SELECT SECTOR SPDR FUND | ETF | 51 | $4,376,757 | 109,255 | 0.00 | 0.00 | 21,497 | 24.50 | 12-31-2023 |
| ENERGY SELECT SECTOR SPDR | ETF | 52 | $4,300,051 | 51,289 | 0.00 | 0.00 | -32,398 | -38.71 | 12-31-2023 |
| ISHARES TR MID GRWTH INDX ETF | ETF | 53 | $4,259,931 | 66,097 | 0.00 | 0.00 | -1,312 | -1.95 | 12-31-2023 |
| INVESCO BULLETSHARES 2024 CORPORATE BOND ETF | ETF | 54 | $4,120,709 | 197,305 | 0.00 | 0.00 | -21,655 | -9.89 | 12-31-2023 |
