Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA PLANNING CORP | 02-01-2024 | 12-31-2023 | 846 | 1,278,138,234 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 501 | $2,030,276 | 18,188 | 0.00 | 0.00 | -27,468 | -60.16 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 502 | $2,012,530 | 48,967 | 0.00 | 0.00 | -67,685 | -58.02 | 12-31-2023 |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 503 | $1,996,299 | 39,515 | 0.00 | 39,515 | +Inf | 12-31-2023 | |
| DTE ENERGY CO | COM | 504 | $1,990,558 | 18,053 | 0.00 | 0.00 | -37,049 | -67.24 | 12-31-2023 |
