Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOGUTH WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 128 | 186,611,289 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RBB FD INC | US TREAS 3 MNTH | 51 | $824,494 | 16,480 | 0.00 | 16,480 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P 500 GRWT ETF | 52 | $821,719 | 9,731 | 0.00 | 9,731 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 53 | $792,116 | 22,465 | 0.00 | 22,465 | +Inf | 03-31-2024 | |
| STARBUCKS CORP | COM | 54 | $780,114 | 8,536 | 0.00 | 8,536 | +Inf | 03-31-2024 |
