Q1 2024 Holdings
Filed 2024-05-10 | 158 holdings | $254.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $7.5M | 76,935 | 3.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $7.6M | 90,777 | 3.0% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $8.3M | 164,263 | 3.3% |
| First TR Exchng Traded FD VI(BUFR) | FT VEST FD OF BU | 33740F755 | $8.4M | 301,639 | 3.3% |
| American Centy ETF TR(AVUV) | US SML CP VALU | 025072877 | $9.2M | 98,646 | 3.6% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $12.9M | 162,076 | 5.1% |
| First TR Exchange-Traded FD(FTCS) | CAP STRENGTH ETF | 33733E104 | $18.0M | 209,709 | 7.1% |
| First TR Exchange-Traded FD(RDVY) | RISNG DIVD ACHIV | 33738R506 | $20.9M | 372,066 | 8.2% |