Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWA FINANCIAL GROUP INC | 04-18-2024 | 03-31-2024 | 29 | 126,192,786,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $24,850,000 | 129,069 | 20.28 | 20.28 | 0 | 0.00 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 2 | $18,936,000 | 485,170 | 15.45 | 15.45 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $11,462,000 | 24,115 | 9.35 | 9.35 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | US HLTHCARE ETF | 4 | $8,792,000 | 30,714 | 7.17 | 7.17 | 0 | 0.00 | 03-31-2024 |
