Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POM INVESTMENT STRATEGIES LLC | 07-25-2024 | 06-30-2024 | 324 | 125,012,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 151 | $17,348 | 270 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 152 | $17,118 | 545 | 0.00 | 0.00 | -135 | -19.85 | 06-30-2024 |
| ISHARES INC | MSCI EURZONE ETF | 153 | $17,089 | 350 | 0.00 | 0.00 | 153 | 77.66 | 06-30-2024 |
| ISHARES TR | S&P 500 VAL ETF | 154 | $16,927 | 93 | 0.00 | 0.01 | -34,012 | -99.73 | 06-30-2024 |
