Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FLYNN ZITO CAPITAL MANAGEMENT LLC 08-05-2024 06-30-2024 116 195,576,769
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 1 $20,882,428 550,262 0.01 0.01 -59,542 -9.76 06-30-2024
APPLE INC COM 2 $16,904,815 80,262 0.01 0.01 374 0.47 06-30-2024
INDEXIQ ETF TR FTSE INTERNL EQT 3 $15,897,844 595,426 0.01 0.01 3,721 0.63 06-30-2024
SPDR SER TR PRTFLO S&P500 GW 4 $11,130,738 138,909 0.01 0.01 4,617 3.44 06-30-2024
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