Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUCHEY FINANCIAL GROUP LTD | 07-12-2024 | 06-30-2024 | 148 | 1,052,611,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 151 | $1,000,000 | 12,849 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUCOR CORP | COM | 152 | $968,000 | 6,104 | 0.00 | 0.00 | 9 | 0.15 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 153 | $967,000 | 1,768 | 0.00 | 0.00 | 29 | 1.67 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 154 | $954,000 | 2,552 | 0.00 | 0.00 | 61 | 2.45 | 06-30-2024 |
