Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAUN-BOSTICH & ASSOCIATES INC | 04-29-2024 | 03-31-2024 | 125 | 119,448,426 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $13,514,079 | 28,113 | 0.01 | 0.01 | 14,492 | 106.39 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 2 | $5,167,809 | 113,354 | 0.00 | 113,354 | +Inf | 03-31-2024 | |
| ISHARES TR | 20 YR TR BD ETF | 3 | $4,169,336 | 44,064 | 0.00 | 44,064 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 4 | $3,799,522 | 9,031 | 0.00 | 0.00 | -860 | -8.69 | 03-31-2024 |
