Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SHOREPOINT CAPITAL PARTNERS LLC 02-13-2024 12-31-2023 96 372,933,106
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR 0-3 MNTH TREASRY 1 $25,612,169 255,432 0.01 255,432 +Inf 12-31-2023
BROADCOM INC COM 2 $16,602,110 14,873 0.00 0.00 -4,608 -23.65 12-31-2023
VANGUARD BD INDEX FDS SHORT TRM BOND Liquidated $0 0 0.00 0.00 14,768 8.24 12-31-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 4 $13,264,026 174,229 0.00 0.00 -2,553 -1.44 12-31-2023
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