Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | 10-19-2023 | 09-30-2023 | 60 | 31,127,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $3,648,656 | 21,311 | 0.01 | 0.01 | 1,580 | 8.01 | 09-30-2023 |
| SITIME CORP | COM | 2 | $1,535,177 | 13,437 | 0.00 | 0.01 | -17 | -0.13 | 09-30-2023 |
| AMAZON COM INC | COM | 3 | $1,435,185 | 11,290 | 0.00 | 0.00 | 1,640 | 16.99 | 09-30-2023 |
| MICROSOFT CORP | COM | 4 | $1,309,100 | 4,146 | 0.00 | 0.00 | 60 | 1.47 | 09-30-2023 |
