Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENEDETTI & GUCER INC | 02-12-2024 | 12-31-2023 | 142 | 190,835,095 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | CORE S&P500 ETF | 1 | $37,959,644 | 79,475 | 0.02 | 21.31 | -13,412 | -14.44 | 12-31-2023 |
| ISHARES TR 1 3 YR TREAS BD | 1 3 YR TREAS BD | 2 | $10,480,200 | 127,745 | 0.01 | 4.88 | 10,726 | 9.17 | 12-31-2023 |
| VANECK INFLATION ALLOCATION ETF | INFLATION ALLOCA | 3 | $8,502,190 | 332,897 | 0.00 | 3.49 | 61,331 | 22.58 | 12-31-2023 |
| ISHARES TR 10-20 YR TRS ETF | 10-20 YR TRS ETF | 4 | $7,592,166 | 70,129 | 0.00 | 0.49 | 61,629 | 725.05 | 12-31-2023 |
