Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CEDAR BROOK FINANCIAL PARTNERS LLC | 04-17-2024 | 03-31-2024 | 438 | 505,751,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $18,387,667 | 107,229 | 0.00 | 0.00 | -1,570 | -1.44 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $13,899,591 | 26,439 | 0.00 | 0.00 | -318 | -1.19 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $13,286,956 | 164,789 | 0.00 | 0.00 | 4,896 | 3.06 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $11,364,087 | 25,594 | 0.00 | 0.00 | 1,076 | 4.39 | 03-31-2024 |
