Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFIED LLC | 05-02-2024 | 03-31-2024 | 178 | 726,993,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $231,003,782 | 3,722,265 | 0.03 | 0.03 | 1,539,781 | 70.55 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $90,997,469 | 1,128,581 | 0.01 | 0.00 | 938,356 | 493.29 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 3 | $60,104,657 | 285,804 | 0.01 | 0.00 | 279,016 | 4110.43 | 03-31-2024 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 4 | $42,504,308 | 520,503 | 0.01 | 0.01 | 38 | 0.01 | 03-31-2024 |
