Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | 08-02-2024 | 06-30-2024 | 252 | 333,539,333 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 1 | $23,510,941 | 532,914 | 0.01 | 0.01 | -87,626 | -14.12 | 06-30-2024 |
| SCHWAB STRATEGIC | US TIPS ETF | 2 | $10,809,810 | 197,190 | 0.00 | 0.00 | 27,825 | 16.43 | 06-30-2024 |
| ISHARES TR | 20 YR TR BD ETF | 3 | $10,784,334 | 96,419 | 0.00 | 0.00 | 24,930 | 34.87 | 06-30-2024 |
| NEWMONT CORP | COM | 4 | $10,273,600 | 245,369 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
