Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TUCKER ASSET MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 1693 | 457,998,043 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | Liquidated | $0 | 0 | 0.00 | 196 | +Inf | 03-31-2024 | |
| AMGEN INC. 3.625 24 | CORPORATE BONDS | Liquidated | $0 | 0 | 0.00 | 5,000 | +Inf | 03-31-2024 | |
| UNITED STATES TREASURY NOTES NOTE | NOTE | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 06-30-2024 | |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 1754 | $4,868 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
