Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC ADVOCATES LLC | 04-03-2024 | 03-31-2024 | 126 | 259,720,589 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 1 | $21,499,276 | 285,136 | 0.01 | 0.00 | 154,895 | 118.93 | 03-31-2024 |
| SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | ETF | 2 | $20,258,412 | 421,348 | 0.01 | 0.00 | 408,957 | 3300.44 | 03-31-2024 |
| INVESCO QQQ TRUST SERIES I | ETF | 3 | $19,904,572 | 44,829 | 0.01 | 0.00 | 42,729 | 2034.71 | 03-31-2024 |
| INVESCO S&P 500 PURE VALUE ETF | ETF | 4 | $18,361,205 | 207,612 | 0.01 | 0.00 | 195,001 | 1546.28 | 03-31-2024 |
