Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSS RETIREMENT ADVISORS LLC | 01-08-2024 | 12-31-2023 | 225 | 440,869,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $17,195,211 | 54,459 | 0.00 | 0.00 | -2,065 | -3.65 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $14,549,817 | 68,499 | 0.00 | 0.00 | -1,506 | -2.15 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 3 | $14,117,660 | 280,892 | 0.00 | 0.00 | -16,700 | -5.61 | 12-31-2023 |
| APPLE INC | COM | 4 | $13,084,393 | 76,424 | 0.00 | 0.00 | -1,586 | -2.03 | 12-31-2023 |
