Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KCS WEALTH ADVISORY 07-17-2023 06-30-2023 153 288,626,677
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $34,129,215 175,951 0.01 0.01 -1,168 -0.66 06-30-2023
JANUS DETROIT STR TR HENDRSON AAA CL 2 $15,165,143 304,215 0.01 0.01 19,117 6.71 06-30-2023
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 3 $13,437,605 232,766 0.00 0.00 40,654 21.16 06-30-2023
ISHARES TR CORE S&P500 ETF 4 $9,005,155 20,204 0.00 0.00 -1,238 -5.77 06-30-2023
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