Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH MANAGEMENT LLC | 10-19-2023 | 09-30-2023 | 39 | 82,408,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 1 | $10,317,753 | 233,275 | 0.01 | 233,275 | +Inf | 09-30-2023 | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 2 | $4,428,865 | 79,785 | 0.01 | 79,785 | +Inf | 09-30-2023 | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 3 | $3,359,477 | 57,992 | 0.00 | 57,992 | +Inf | 09-30-2023 | |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 4 | $3,256,996 | 124,218 | 0.00 | 124,218 | +Inf | 09-30-2023 |
