Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASSET MANAGEMENT RESOURCES LLC | 07-13-2023 | 06-30-2023 | 58 | 164,555,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1 | $46,880,225 | 934,987 | 0.03 | 0.03 | -925 | -0.10 | 06-30-2023 |
| SPDR SER TR | PORTFOLI S&P1500 | 2 | $32,456,871 | 596,195 | 0.02 | 0.02 | 32,460 | 5.76 | 06-30-2023 |
| ISHARES TR | MSCI USA MIN VOL | 3 | $14,345,298 | 192,995 | 0.01 | 0.01 | 7,297 | 3.93 | 06-30-2023 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 4 | $10,957,617 | 175,969 | 0.01 | 0.01 | 8,756 | 5.24 | 06-30-2023 |
