Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REITZ CAPITAL ADVISORS LLC | 01-17-2024 | 12-31-2023 | 24 | 56,096,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 1 | $13,612,437 | 178,805 | 0.02 | 0.02 | -3,996 | -2.19 | 12-31-2023 |
| J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | 2 | $11,885,177 | 216,173 | 0.02 | 0.01 | 136,875 | 172.61 | 12-31-2023 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 3 | $6,511,529 | 88,532 | 0.01 | 0.01 | 7,557 | 9.33 | 12-31-2023 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 4 | $4,766,633 | 57,457 | 0.01 | 0.01 | -293 | -0.51 | 12-31-2023 |
