Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BOUCHEY FINANCIAL GROUP LTD | 01-18-2024 | 12-31-2023 | 136 | 933,543,947 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | UNIT SER 1 | 1 | $157,607,737 | 384,860 | 0.02 | 0.02 | 8,109 | 2.15 | 12-31-2023 |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $133,233,571 | 2,393,274 | 0.01 | 0.01 | 237,905 | 11.04 | 12-31-2023 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $58,232,783 | 764,912 | 0.01 | 0.01 | 73,731 | 10.67 | 12-31-2023 |
APPLE INC | COM | 4 | $51,709,109 | 268,577 | 0.01 | 0.01 | 2,021 | 0.76 | 12-31-2023 |