Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SEMMAX FINANCIAL ADVISORS INC 11-14-2023 09-30-2023 368 249,785,263
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR FLTG RATE NT ETF 1 $13,402,247 264,396 0.01 3.87 71,801 37.28 09-30-2023
ISHARES TR SHORT TREAS BD 2 $12,345,595 111,968 0.00 3.89 23,445 26.48 09-30-2023
VANGUARD INDEX FDS GROWTH ETF 3 $7,808,698 27,082 0.00 2.13 3,415 14.43 09-30-2023
JPMORGAN CHASE & CO COM 4 $6,557,729 44,984 0.00 2.87 -5,741 -11.32 09-30-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6