Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMARTLEAF ASSET MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 1255 | 373,752,272 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 551 | $44,440 | 919 | 0.00 | 919 | +Inf | 12-31-2023 | |
| STMICROELECTRONICS N V | NY REGISTRY | 552 | $44,179 | 880 | 0.00 | 880 | +Inf | 12-31-2023 | |
| PERFORMANCE FOOD GROUP CO | COM | 553 | $43,896 | 633 | 0.00 | 633 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | SML CP GRW ETF | 554 | $43,774 | 178 | 0.00 | 178 | +Inf | 12-31-2023 |
