Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL FREEDOM LLC | 01-24-2024 | 12-31-2023 | 362 | 157,443,129 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDUSTRIALS INDEX FUND | INDUSTRIAL ETF | 51 | $603,316 | 2,737 | 0.00 | 0.00 | -113 | -3.96 | 12-31-2023 |
| SPDR SER TR S&P DIVID ETF | S&P DIVID ETF | 52 | $600,851 | 4,808 | 0.00 | 0.00 | -180 | -3.61 | 12-31-2023 |
| VANGUARD MID-CAP VALUE INDEX FUND | MCAP VL IDXVIP | 53 | $579,943 | 3,999 | 0.00 | 0.00 | -38 | -0.94 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS | SMLLCP 600 IDX | 54 | $568,052 | 5,727 | 0.00 | 0.00 | 9 | 0.16 | 12-31-2023 |
