Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1620 INVESTMENT ADVISORS INC | 05-13-2024 | 03-31-2024 | 144 | 99,490,548 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO INTRMD | 1 | $3,888,135 | 118,940 | 0.00 | 0.00 | 7,267 | 6.51 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 2 | $3,280,988 | 34,661 | 0.00 | 0.00 | 2,063 | 6.33 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 3 | $3,164,588 | 41,590 | 0.00 | 0.00 | 1,880 | 4.73 | 03-31-2024 |
| TRI CONTL CORP | COM | 4 | $2,731,715 | 88,692 | 0.00 | 0.00 | 2,766 | 3.22 | 03-31-2024 |
