Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUCHEY FINANCIAL GROUP LTD | 04-23-2024 | 03-31-2024 | 149 | 1,016,162,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $172,771,713 | 389,043 | 0.02 | 0.02 | 4,183 | 1.09 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $149,003,215 | 2,440,675 | 0.01 | 0.01 | 47,401 | 1.98 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $65,606,021 | 813,668 | 0.01 | 0.01 | 48,756 | 6.37 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 4 | $52,975,385 | 1,675,906 | 0.01 | 0.00 | 107,271 | 6.84 | 03-31-2024 |
