Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SHULMAN DEMEO ASSET MANAGEMENT LLC 01-11-2024 12-31-2023 135 352,657,407
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $192,633,116 405,279 0.05 0.06 301 0.07 12-31-2023
APPLE INC COM 2 $13,458,077 69,901 0.00 0.00 422 0.61 12-31-2023
ISHARES TR MSCI EAFE ETF 3 $11,924,543 158,255 0.00 0.00 1,490 0.95 12-31-2023
ISHARES TR CORE S&P SCP ETF 4 $10,270,742 94,880 0.00 0.00 946 1.01 12-31-2023
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