Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHOKER INVESTMENT COUNSEL INC | 04-29-2024 | 03-31-2024 | 100 | 280,109,867 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 1 | $29,718,802 | 492,275 | 0.01 | 0.01 | 398,390 | 424.34 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 2 | $28,958,749 | 264,727 | 0.01 | 0.01 | 16,139 | 6.49 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $27,122,445 | 367,063 | 0.01 | 0.01 | -17,509 | -4.55 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 4 | $14,137,461 | 88,039 | 0.01 | 0.01 | 3,945 | 4.69 | 03-31-2024 |
