Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 05-10-2024 | 03-31-2024 | 3320 | 3,210,284,634 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 51 | $12,191,270 | 131,485 | 0.00 | 0.00 | 4,082 | 3.20 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 52 | $11,954,029 | 143,025 | 0.00 | 0.00 | 10,229 | 7.70 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 53 | $11,866,308 | 147,389 | 0.00 | 0.00 | 122,941 | 502.87 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $11,509,890 | 46,065 | 0.00 | 0.00 | -6,552 | -12.45 | 03-31-2024 |
