Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH RETIREMENT INVESTMENTS LLC | 05-03-2024 | 03-31-2024 | 80 | 209,442,045 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC COM | Stock | 1 | $14,629,614 | 11,038 | 0.01 | 0.01 | -3,009 | -21.42 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 2 | $10,427,228 | 24,784 | 0.00 | 0.00 | -608 | -2.39 | 03-31-2024 |
| JPMORGAN CHASE & CO COM | Stock | 3 | $9,927,593 | 49,564 | 0.00 | 0.00 | -1,258 | -2.48 | 03-31-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 4 | $8,901,500 | 16,932 | 0.00 | 0.00 | -1,223 | -6.74 | 03-31-2024 |
