Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE FINANCIAL GROUP HAWAII INC | 01-15-2024 | 12-31-2023 | 30 | 117,442,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $31,339,103 | 71,747 | 0.03 | 0.03 | 436 | 0.61 | 12-31-2023 |
| PACER FDS TR | US CASH COWS 100 | 2 | $27,465,151 | 528,278 | 0.02 | 0.02 | -1,796 | -0.34 | 12-31-2023 |
| PACER FDS TR | LUNT LRG CP ALTR | 3 | $13,512,059 | 401,786 | 0.01 | 0.01 | -8,813 | -2.15 | 12-31-2023 |
| PIMCO ETF TR | ACTIVE BD ETF | 4 | $6,015,606 | 65,069 | 0.01 | 0.01 | 237 | 0.37 | 12-31-2023 |
