Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $39,693,836 | 432,301 | 0.00 | 0.00 | 97,107 | 28.97 | 09-30-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $33,173,216 | 77,602 | 0.00 | 0.00 | -2,742 | -3.41 | 09-30-2023 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 3 | $12,730,688 | 103,560 | 0.00 | 0.00 | 6,916 | 7.16 | 09-30-2023 |
| ISHARES TR | CORE US AGGBD ET | 4 | $12,509,372 | 133,022 | 0.00 | 0.00 | 8,676 | 6.98 | 09-30-2023 |
