Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMJ FINANCIAL WEALTH MANAGEMENT | 08-07-2024 | 06-30-2024 | 74 | 322,697,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD EXTENDED DURATION ETF | ETF | Liquidated | $0 | 0 | 0.01 | 0.00 | 56,343 | 48.40 | 06-30-2024 |
| SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | 2 | $12,452,214 | 498,687 | 0.00 | 498,687 | +Inf | 06-30-2024 | |
| TJX COS INC NEW COM | Stock | 3 | $11,190,399 | 101,639 | 0.00 | 0.00 | 263 | 0.26 | 06-30-2024 |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | ETF | 4 | $11,171,181 | 546,268 | 0.00 | 0.00 | 45,213 | 9.02 | 06-30-2024 |
