Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CSENGE ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 709 | 1,785,938,281 |
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 | $6,836,291 | 61,856 | 0.00 | 0.00 | -16,780 | -21.34 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 52 | $6,549,152 | 88,240 | 0.00 | 0.00 | -8,663 | -8.94 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 53 | $6,451,487 | 32,209 | 0.00 | 0.00 | 45 | 0.14 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 54 | $6,338,130 | 195,260 | 0.00 | 0.00 | 3,921 | 2.05 | 03-31-2024 |
