Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWEENEY & MICHEL LLC | 11-09-2023 | 09-30-2023 | 105 | 190,894,799 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $17,436,176 | 351,465 | 0.01 | 0.01 | 4,708 | 1.36 | 09-30-2023 |
| ISHARES TR | CORE S&P TTL STK | 2 | $15,465,901 | 161,490 | 0.01 | 0.01 | -1,446 | -0.89 | 09-30-2023 |
| APPLE INC | COM | 3 | $13,674,364 | 74,768 | 0.01 | 0.01 | -560 | -0.74 | 09-30-2023 |
| ISHARES TR | CORE HIGH DV ETF | 4 | $12,785,074 | 132,846 | 0.01 | 0.01 | -3,614 | -2.65 | 09-30-2023 |
