Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NIKULSKI FINANCIAL INC | 04-18-2024 | 03-31-2024 | 131 | 301,533,895 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $19,614,614 | 107,413 | 0.01 | 0.01 | 1,869 | 1.77 | 03-31-2024 |
| APPLE INC | COM | 2 | $13,644,698 | 79,570 | 0.00 | 0.01 | 1,085 | 1.38 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $12,815,999 | 71,050 | 0.00 | 0.00 | 1,133 | 1.62 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 4 | $9,168,459 | 151,745 | 0.00 | 0.00 | 3,078 | 2.07 | 03-31-2024 |
