Aprio Wealth Management, LLC [Rocket]

Holdings

Aprio Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
FIDELITY FREEDOM 2020	FDIS	Common	0	-108,852	0	-7,981,029,000	0.00	0.00	Hist	09/30/2023
VANGUARD WORLD FUND	VFH	Common	0	-47,365	0	-3,847,925,000	0.00	0.00	Hist	09/30/2023
SPDR SERIES TRUST	JNK	Common	0	-29,342	0	-2,700,338,000	0.00	0.00	Hist	09/30/2023
iSHARES TRUST	TIP	Common	0	-9,168	0	-986,656,000	0.00	0.00	Hist	09/30/2023
WisdomTree Emerging Markets Equity Income Fund	DEM	common	0	-25,669	0	-982,371,000	0.00	0.00	Hist	09/30/2023
iSHARES TRUST	IEF	OPTION	0	-5,949	0	-574,673,000	0.00	0.00	Hist	09/30/2023
HARTFORD FINANCIAL SERVICES GROUP, INC.	HIG	Common	0	-7,660	0	-551,698,000	0.00	0.00	Hist	09/30/2023
Janus Detroit Street Trust	JAAA	Mutual Fund	0	-5,514	0	-274,866,000	0.00	0.00	Hist	09/30/2023
HODGSON DAVID C	DGS	ETF	0	-5,429	0	-252,611,000	0.00	0.00	Hist	09/30/2023
SSGA Active Trust	SRLN	Common	0	-5,980	0	-250,372,000	0.00	0.00	Hist	09/30/2023
ALTRIA GROUP, INC.	MO	Common	0	-5,428	0	-245,882,000	0.00	0.00	Hist	09/30/2023
VANGUARD INDEX FUNDS	VNQ	ETF	0	-2,808	0	-234,659,000	0.00	0.00	Hist	09/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY	XLE	OPTION	0	-2,666	0	-216,409,000	0.00	0.00	Hist	09/30/2023
FAIR ISAAC CORP	FIC	Common	0	-255	0	-206,349,000	0.00	0.00	Hist	09/30/2023
ORACLE CORP	ORCL	Common	0	-1,721	0	-204,954,000	0.00	0.00	Hist	09/30/2023
iShares, Inc.	IEMG	Common	0	-4,118	0	-202,986,000	0.00	0.00	Hist	09/30/2023
TARGET CORP	TGT	Common	0	-1,521	0	-200,568,000	0.00	0.00	Hist	09/30/2023

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