Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SURIENCE PRIVATE WEALTH LLC 11-14-2023 09-30-2023 18 51,625,956
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR RUS TP200 GR ETF 1 $10,434,904 67,834 0.02 0.02 -17,633 -20.63 09-30-2023
SPDR SER TR BLOOMBERG SHT TE 2 $4,690,988 191,782 0.01 0.01 -17,264 -8.26 09-30-2023
ISHARES TR SHORT TREAS BD 3 $4,346,442 39,345 0.01 0.01 -6,999 -15.10 09-30-2023
SOUTHERN COPPER CORP COM 4 $3,861,617 51,289 0.01 0.00 13,883 37.11 09-30-2023
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