Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMART MONEY GROUP LLC | 02-06-2024 | 12-31-2023 | 81 | 229,604,559 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | LONG TERM US | 51 | $1,764,734 | 50,306 | 0.00 | 50,306 | +Inf | 12-31-2023 | |
| SPDR SER TR | BLOOMBERG 3-12 M | 52 | $1,242,069 | 12,531 | 0.00 | 0.00 | 467 | 3.87 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 53 | $1,162,555 | 7,410 | 0.00 | 0.00 | -773 | -9.45 | 12-31-2023 |
| TRIMTABS ETF TR | FCF US QLTY ETF | 54 | $1,129,381 | 19,947 | 0.00 | 0.00 | -17 | -0.09 | 12-31-2023 |
