Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FC ADVISORY LLC | 04-22-2024 | 03-31-2024 | 95 | 271,483,999 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 51 | $867,642 | 11,861 | 0.00 | 0.00 | 17 | 0.14 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 52 | $812,416 | 5,211 | 0.00 | 0.00 | -778 | -12.99 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 53 | $784,566 | 7,100 | 0.00 | 0.00 | 81 | 1.15 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 54 | $781,386 | 4,798 | 0.00 | 0.00 | 57 | 1.20 | 03-31-2024 |
