Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SJS INVESTMENT CONSULTING INC | 07-16-2024 | 06-30-2024 | 2105 | 516,273,010 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US SML CAP ETF | 151 | $88,020 | 1,855 | 0.00 | 0.00 | 40 | 2.20 | 06-30-2024 |
| KEYCORP | COM | 152 | $86,724 | 6,103 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 153 | $86,468 | 1,571 | 0.00 | 1,571 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 154 | $85,936 | 1,283 | 0.00 | 1,283 | +Inf | 06-30-2024 |
