Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHCARE ADVISORY PARTNERS LLC | 04-15-2024 | 03-31-2024 | 798 | 3,049,678,501 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | RUS TP200 GR ETF | 51 | $24,307,728 | 124,591 | 0.00 | 0.00 | 6,936 | 5.90 | 03-31-2024 |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 52 | $24,191,062 | 674,974 | 0.00 | 0.00 | 20,363 | 3.11 | 03-31-2024 |
ISHARES TR | CORE S&P SCP ETF | 53 | $23,942,730 | 216,637 | 0.00 | 0.00 | 13,025 | 6.40 | 03-31-2024 |
ISHARES TR | CORE S&P500 ETF | 54 | $23,845,395 | 45,357 | 0.00 | 0.00 | -5,579 | -10.95 | 03-31-2024 |