Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MADER & SHANNON WEALTH MANAGEMENT INC | 01-24-2024 | 12-31-2023 | 11 | 175,803,337 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | 0-3 MNTH TREASRY | 1 | $43,915,653 | 437,974 | 0.02 | 0.01 | 216,595 | 97.84 | 12-31-2023 |
ISHARES TR | SHORT TREAS BD | 2 | $33,655,398 | 305,597 | 0.02 | 0.03 | -61,859 | -16.83 | 12-31-2023 |
ISHARES GOLD TR | ISHARES NEW | 3 | $22,795,667 | 584,055 | 0.01 | 0.01 | 3,157 | 0.54 | 12-31-2023 |
SPDR GOLD TR | GOLD SHS | 4 | $22,781,729 | 119,170 | 0.01 | 0.01 | 500 | 0.42 | 12-31-2023 |