Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PANORAMIC INVESTMENT ADVISORS LLC | 04-18-2024 | 03-31-2024 | 113 | 135,677,588 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $11,720,005 | 190,476 | 0.01 | 0.01 | 11,351 | 6.34 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $7,803,940 | 96,787 | 0.01 | 0.01 | 1,244 | 1.30 | 03-31-2024 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 3 | $5,247,918 | 84,562 | 0.00 | 84,562 | +Inf | 03-31-2024 | |
| ISHARES BITCOIN TR | SHS | 4 | $4,921,354 | 121,605 | 0.00 | 121,605 | +Inf | 03-31-2024 |
