Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MENDEL CAPITAL MANAGEMENT LLC | 01-26-2024 | 12-31-2023 | 92 | 139,194,403 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1 | $16,774,299 | 87,148 | 0.01 | 0.01 | 751 | 0.87 | 12-31-2023 |
| ISHARES TR | U.S. TECH ETF | 2 | $13,537,645 | 110,286 | 0.01 | 0.01 | 258 | 0.23 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $13,082,416 | 171,843 | 0.01 | 0.01 | 1,504 | 0.88 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $10,528,013 | 61,784 | 0.01 | 0.01 | 980 | 1.61 | 12-31-2023 |
