Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRADIENT INVESTMENTS LLC | 04-23-2024 | 03-31-2024 | 1235 | 4,312,130,197 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 651 | $32,739 | 280 | 0.00 | 0.00 | 50 | 21.74 | 03-31-2024 |
| ISHARES TR | JPMORGAN USD EMG | 652 | $32,723 | 365 | 0.00 | 0.00 | -663 | -64.49 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 653 | $32,640 | 497 | 0.00 | 0.00 | -32 | -6.05 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 654 | $32,636 | 306 | 0.00 | 0.00 | -796 | -72.23 | 03-31-2024 |
