Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
NIKULSKI FINANCIAL INC | 02-01-2024 | 12-31-2023 | 134 | 273,124,863 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $17,984,671 | 105,544 | 0.01 | 0.01 | 1,492 | 1.43 | 12-31-2023 |
APPLE INC | COM | 2 | $15,110,679 | 78,485 | 0.01 | 0.01 | 495 | 0.63 | 12-31-2023 |
AMAZON COM INC | COM | 3 | $10,623,189 | 69,917 | 0.00 | 0.00 | 552 | 0.80 | 12-31-2023 |
ISHARES TR | CORE S&P SCP ETF | 4 | $8,716,150 | 80,519 | 0.00 | 0.00 | -399 | -0.49 | 12-31-2023 |