Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 07-16-2024 | 06-30-2024 | 223 | 160,390,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 51 | $5,287,827 | 116,012 | 0.00 | 0.00 | 1,256 | 1.09 | 06-30-2024 |
| ISHARES TR | BROAD USD HIGH | Liquidated | $0 | 0 | 0.00 | 119,355 | +Inf | 06-30-2024 | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | Liquidated | $0 | 0 | 0.00 | 86,250 | +Inf | 06-30-2024 | |
| SPDR SER TR | BLOOMBERG INVT | 54 | $4,344,884 | 140,839 | 0.00 | 0.00 | 140,256 | 24057.63 | 06-30-2024 |
