Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESONANT CAPITAL ADVISORS LLC | 01-31-2024 | 12-31-2023 | 287 | 1,034,741,498 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $59,185,261 | 123,914 | 0.01 | 0.01 | 4,624 | 3.88 | 12-31-2023 |
| ISHARES TR | 0-3 MNTH TREASRY | 2 | $58,731,335 | 585,732 | 0.01 | 0.01 | 47,410 | 8.81 | 12-31-2023 |
| ETF SER SOLUTIONS | DISTILLATE US | 3 | $39,587,163 | 801,847 | 0.00 | 0.00 | 22,063 | 2.83 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $38,539,960 | 226,173 | 0.00 | 0.00 | 1,960 | 0.87 | 12-31-2023 |
