Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 601 | $525,530 | 30,769 | 0.00 | 0.00 | -1,861 | -5.70 | 09-30-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 602 | $522,771 | 7,817 | 0.00 | 0.00 | -165 | -2.07 | 09-30-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 603 | $521,312 | 11,026 | 0.00 | 0.00 | -2,114 | -16.09 | 09-30-2023 |
| D R HORTON INC | COM | 604 | $518,452 | 4,824 | 0.00 | 0.00 | -865 | -15.20 | 09-30-2023 |
