Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY CAPITAL MANAGEMENT INC | 01-31-2024 | 12-31-2023 | 73 | 141,073,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 1 | $14,244,255 | 202,679 | 0.01 | 0.01 | -15,237 | -6.99 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $14,085,134 | 185,014 | 0.01 | 0.01 | -39,347 | -17.54 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $13,236,922 | 32,323 | 0.01 | 0.01 | 359 | 1.12 | 12-31-2023 |
| ISHARES TR | RUS TP200 GR ETF | 4 | $10,493,502 | 59,888 | 0.01 | 0.01 | -3,026 | -4.81 | 12-31-2023 |
