Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FINANCIAL CONCEPTS LLC | 04-22-2024 | 03-31-2024 | 313 | 415,080,798 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | 51 | $2,387,661 | 48,404 | 0.00 | 48,404 | +Inf | 03-31-2024 | |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 52 | $2,301,220 | 49,409 | 0.00 | 0.00 | 28,112 | 132.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 53 | $2,200,284 | 56,389 | 0.00 | 56,389 | +Inf | 03-31-2024 | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 54 | $2,041,130 | 34,802 | 0.00 | 0.00 | 1,827 | 5.54 | 03-31-2024 |
