Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL INSIGHTS INC | 04-25-2024 | 03-31-2024 | 159 | 358,508,608 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $32,116,114 | 76,336 | 0.01 | 12.88 | 26,663 | 53.68 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $25,157,249 | 408,862 | 0.01 | 408,862 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $22,497,654 | 279,023 | 0.01 | 279,023 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 4 | $18,137,919 | 105,773 | 0.01 | 5.59 | 62,824 | 146.28 | 03-31-2024 |
