Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MARINO STRAM & ASSOCIATES LLC 01-30-2024 12-31-2023 168 386,655,767
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD WHITEHALL FDS HIGH DIV YLD 1 $57,295,994 513,267 0.01 0.02 10,769 2.14 12-31-2023
ISHARES TR CORE S&P500 ETF 2 $38,669,675 80,962 0.01 0.01 1,395 1.75 12-31-2023
SPDR SER TR S&P DIVID ETF 3 $34,022,746 272,247 0.01 0.01 1,135 0.42 12-31-2023
VANGUARD INDEX FDS VALUE ETF 4 $21,931,699 146,700 0.01 0.01 2,851 1.98 12-31-2023
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