Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ALL TERRAIN FINANCIAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 95 | 265,207,417 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 1 | $41,413,367 | 87,129 | 0.02 | 0.01 | 4,360 | 5.27 | 12-31-2023 |
SPDR S&P 500 ETF TR | TR UNIT | 2 | $29,944,530 | 63,000 | 0.01 | 0.01 | 6,200 | 10.92 | 12-31-2023 |
LOWES COS INC | COM | 3 | $28,712,288 | 129,015 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | RUSSELL 2000 ETF | 4 | $15,589,424 | 77,671 | 0.01 | 0.01 | 3,333 | 4.48 | 12-31-2023 |