Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SPECTRUM MANAGEMENT GROUP LLC 11-01-2022 09-30-2022 245 460,283,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US BRD MKT ETF 1 $88,092,000 2,097,918 37.08 2,097,918 +Inf 09-30-2022
ISHARES TR CORE US AGGBD ET 2 $75,926,000 788,106 31.96 0.05 785,834 34587.76 09-30-2022
SCHWAB STRATEGIC TR INTL EQTY ETF 3 $29,040,000 1,032,344 12.22 0.00 1,032,336 12904200.00 09-30-2022
SPDR S&P 500 ETF TR TR UNIT 4 $26,743,000 74,872 11.26 14.72 -90,894 -54.83 09-30-2022
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