Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOKKEN INVESTMENT GROUP LLC | 05-14-2024 | 03-31-2024 | 141 | 200,665,501 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $16,976,394 | 104,239 | 0.01 | 0.01 | 22,316 | 27.24 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $13,050,534 | 37,916 | 0.01 | 0.01 | 3,359 | 9.72 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $8,875,742 | 38,828 | 0.00 | 0.00 | 13,528 | 53.47 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 4 | $6,914,661 | 33,612 | 0.00 | 0.00 | 2,559 | 8.24 | 03-31-2024 |
