Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWERY THOMAS LLC | 05-10-2024 | 03-31-2024 | 46 | 130,633,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $14,417,183 | 155,492 | 0.01 | 0.01 | 15,282 | 10.90 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $12,398,479 | 25,793 | 0.01 | 0.01 | 4,870 | 23.28 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 3 | $9,257,902 | 100,849 | 0.01 | 0.01 | 1,494 | 1.50 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $7,635,108 | 14,597 | 0.01 | 0.01 | -172 | -1.16 | 03-31-2024 |
