Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERACTIVE FINANCIAL ADVISORS INC | 02-05-2024 | 12-31-2023 | 82 | 186,621,296 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 51 | $1,670,325 | 8,677 | 0.00 | 0.00 | -12,381 | -58.79 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 52 | $1,666,851 | 17,583 | 0.00 | 0.00 | 15,609 | 790.73 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO INTRMD | 53 | $1,607,012 | 25,375 | 0.00 | 0.00 | -73,705 | -74.39 | 12-31-2023 |
| ISHARES TR | TIPS BD ETF | 54 | $1,562,766 | 8,117 | 0.00 | 0.00 | -3,240 | -28.53 | 12-31-2023 |
