Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PIERSHALE FINANCIAL GROUP INC | 07-06-2023 | 06-30-2023 | 269 | 156,930,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $90,082,436 | 981,076 | 0.06 | 0.09 | -300,463 | -23.45 | 06-30-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $15,998,668 | 305,493 | 0.01 | 0.00 | 305,193 | 101731.00 | 06-30-2023 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 3 | $15,969,769 | 46,444 | 0.01 | 46,444 | +Inf | 06-30-2023 | |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $6,646,235 | 17,991 | 0.00 | 0.00 | 17,932 | 30393.22 | 06-30-2023 |
