Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WUNDERLICH CAPITAL MANAGEMNT | 02-15-2024 | 12-31-2023 | 101 | 222,417,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JP Morgan Ultra-Short Income ETF | ExchangeTraded Fund | 1 | $11,338,569 | 225,733 | 0.01 | 6.93 | 211,691 | 1507.56 | 12-31-2023 |
| Amazon | COM | 2 | $7,131,000 | 46,933 | 0.00 | 3.12 | 40,619 | 643.32 | 12-31-2023 |
| Alphabet Cl A | COM | 3 | $6,537,352 | 46,799 | 0.00 | 3.08 | 40,550 | 648.90 | 12-31-2023 |
| Apple Computer | COM | 4 | $6,534,083 | 33,938 | 0.00 | 2.92 | 28,012 | 472.70 | 12-31-2023 |
