Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GSB WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 206 | 325,323,629 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | 1 | $17,941,092 | 357,108 | 0.01 | 0.01 | 2,281 | 0.64 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $17,272,338 | 36,163 | 0.01 | 0.01 | 275 | 0.77 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3 | $9,508,805 | 257,273 | 0.00 | 0.00 | 23,803 | 10.20 | 12-31-2023 |
| APPLE INC | COM | 4 | $8,746,844 | 45,431 | 0.00 | 0.00 | 379 | 0.84 | 12-31-2023 |
