Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORESIGHT WEALTH MANAGEMENT LLC | 02-07-2023 | 12-31-2022 | 15 | 6,979,760 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 51 | $627,547 | 35,616 | 0.01 | 1.06 | -249,426 | -87.50 | 12-31-2022 |
| SPDR SER TR | S&P 400 MDCP VAL | 52 | $383,479 | 5,925 | 0.01 | 0.72 | -48,661 | -89.15 | 12-31-2022 |
| SPDR SER TR | S&P 400 MDCP GRW | 53 | $379,310 | 5,805 | 0.01 | 0.77 | -49,647 | -89.53 | 12-31-2022 |
