Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MOTLEY FOOL WEALTH MANAGEMENT LLC | 01-10-2024 | 12-31-2023 | 129 | 1,907,250,870 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES IBONDS DEC 2024 TERM | Bond ETFs | 51 | $25,344,225 | 1,017,477 | 0.00 | 0.00 | 36,962 | 3.77 | 12-31-2023 |
BROADRIDGE FINANCIAL SOLUTIO | Ordinary Shares | 52 | $24,174,251 | 117,693 | 0.00 | 0.00 | -7,558 | -6.03 | 12-31-2023 |
INVESCO BULLETSHARES 2028 | Bond ETFs | 53 | $21,504,031 | 1,060,673 | 0.00 | 0.00 | 21,652 | 2.08 | 12-31-2023 |
INVESCO BULLETSHARES 2027 CO | Bond ETFs | 54 | $21,450,684 | 1,102,998 | 0.00 | 0.00 | 22,841 | 2.11 | 12-31-2023 |