Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RDA FINANCIAL NETWORK | 04-11-2024 | 03-31-2024 | 224 | 291,814,747 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 51 | $1,857,079 | 3,195 | 0.00 | 0.00 | 169 | 5.58 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 52 | $1,777,929 | 18,973 | 0.00 | 0.00 | 1,468 | 8.39 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 53 | $1,774,611 | 6,560 | 0.00 | 0.00 | -385 | -5.54 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 54 | $1,700,938 | 10,444 | 0.00 | 0.00 | 475 | 4.76 | 03-31-2024 |
