Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LIFESTYLE ASSET MANAGEMENT INC 07-19-2024 06-30-2024 97 174,048,357
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TRACTOR SUPPLY CO COM 51 $1,077,030 3,989 0.00 0.00 -405 -9.22 06-30-2024
UNITED MICROELECTRONICS CORP SPON ADR NEW Liquidated $0 0 0.00 0.00 2,752 2.12 06-30-2024
MASTERCARD INCORPORATED CL A 53 $1,025,256 2,324 0.00 0.00 -199 -7.89 06-30-2024
TAPESTRY INC COM 54 $1,021,098 23,863 0.00 0.00 -1,743 -6.81 06-30-2024
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