Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REITZ CAPITAL ADVISORS LLC | 04-22-2024 | 03-31-2024 | 23 | 55,570,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 1 | $13,612,437 | 178,805 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | 2 | $11,885,177 | 216,173 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 3 | $6,511,529 | 88,532 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 4 | $4,766,633 | 57,457 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
