Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOOTHE INVESTMENT GROUP INC 01-29-2024 12-31-2023 36 221,440,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
RBB FD INC US TREASY 2 YR 1 $27,989,000 578,994 12.64 14.38 -7,226 -1.23 12-31-2023
ISHARES TR RUSSELL 2000 ETF 2 $21,564,000 107,436 9.74 9.75 -427 -0.40 12-31-2023
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 3 $21,374,000 462,081 9.65 10.49 -2,713 -0.58 12-31-2023
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 4 $14,246,000 280,765 6.43 7.27 -1,069 -0.38 12-31-2023
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