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 |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMD K1 | 51 | $830,024 | 41,984 | 0.00 | 41,984 | +Inf | 03-31-2024 | |
| HOME DEPOT INC | COM | 52 | $780,051 | 2,034 | 0.00 | 0.00 | -136 | -6.27 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 53 | $778,019 | 14,916 | 0.00 | 14,916 | +Inf | 03-31-2024 | |
| SPDR S&P 500 ETF TR | TR UNIT | 54 | $757,928 | 1,449 | 0.00 | 0.00 | 176 | 13.83 | 03-31-2024 |
