Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FAMILY WEALTH COUNSELORS LLC | 01-19-2024 | 12-31-2023 | 117 | 238,571,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 51 | $1,136,604 | 11,048 | 0.00 | 0.00 | -1,840 | -14.28 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 52 | $986,374 | 48,222 | 0.00 | 0.00 | 363 | 0.76 | 12-31-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 53 | $912,877 | 7,850 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EXCHANGE TRADED CONCEPTS TR | BITWISE CRYPTO | 54 | $900,451 | 77,692 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
