Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MJP ASSOCIATES INC /ADV 01-18-2024 12-31-2023 178 375,070,298
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $49,759,823 113,919 0.01 8.49 50,344 79.19 12-31-2023
PIMCO ETF TR ENHAN SHRT MA AC 2 $45,689,500 457,856 0.01 0.27 450,140 5833.85 12-31-2023
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3 $43,037,300 252,566 0.01 4.38 168,388 200.04 12-31-2023
ISHARES TR 7-10 YR TRSY BD 4 $30,798,806 319,523 0.01 319,523 +Inf 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6