Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEBOLD CAPITAL MANAGEMENT INC | 04-11-2024 | 03-31-2024 | 71 | 148,175,686 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1 | $28,102,881 | 165,926 | 0.02 | 0.02 | 3,348 | 2.06 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $10,440,332 | 41,785 | 0.01 | 0.01 | 5,681 | 15.74 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $10,067,876 | 55,133 | 0.01 | 0.00 | 26,131 | 90.10 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 4 | $6,992,829 | 251,903 | 0.00 | 0.00 | 54,516 | 27.62 | 03-31-2024 |
