Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TITUS WEALTH MANAGEMENT | 11-09-2022 | 06-30-2022 | 161 | 199,587,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WALMART INC | COM | 101 | $392,000 | 3,220 | 0.20 | 0.22 | -18 | -0.56 | 06-30-2022 |
INTEL CORP | COM | 102 | $391,000 | 10,454 | 0.20 | 0.28 | -1,921 | -15.52 | 06-30-2022 |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 103 | $387,000 | 7,735 | 0.19 | 0.15 | 955 | 14.09 | 06-30-2022 |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 104 | $381,000 | 4,993 | 0.19 | 0.21 | -947 | -15.94 | 06-30-2022 |