Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GILL CAPITAL PARTNERS LLC | 01-08-2024 | 12-31-2023 | 127 | 237,444,273 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KROGER CO COM | Stock | 1 | $13,381,237 | 292,742 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | ETF | 2 | $12,002,532 | 647,211 | 0.01 | 0.01 | -5,930 | -0.91 | 12-31-2023 |
| SCHWAB US LARGE CAP GROWTH ETF | ETF | 3 | $11,993,845 | 144,574 | 0.01 | 0.00 | 329 | 0.23 | 12-31-2023 |
| VANGUARD GROWTH ETF | ETF | 4 | $10,685,598 | 34,372 | 0.00 | 0.00 | 718 | 2.13 | 12-31-2023 |
