Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ADVANCED ASSET MANAGEMENT ADVISORS INC 02-01-2024 12-31-2023 96 420,801,718
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $38,603,797 88,379 0.01 0.01 49 0.06 12-31-2023
ISHARES TR CORE S&P500 ETF 2 $33,051,996 69,200 0.01 0.01 0 0.00 12-31-2023
SCHWAB STRATEGIC TR US LRG CAP ETF 3 $31,775,760 563,400 0.01 0.01 0 0.00 12-31-2023
APPLIED MATLS INC COM 4 $15,202,166 93,800 0.00 0.00 0 0.00 12-31-2023
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