Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSS RETIREMENT ADVISORS LLC | 01-08-2024 | 12-31-2023 | 225 | 440,869,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | SHARES REPRESENT | 101 | $1,670,501 | 90,542 | 0.00 | 0.00 | -10,073 | -10.01 | 12-31-2023 |
| ISHARES TR | CORE MSCI INTL | 102 | $1,664,230 | 28,555 | 0.00 | 0.00 | -1,778 | -5.86 | 12-31-2023 |
| HUBSPOT INC | COM | 103 | $1,660,221 | 3,371 | 0.00 | 0.00 | -203 | -5.68 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 104 | $1,652,950 | 9,641 | 0.00 | 0.00 | -511 | -5.03 | 12-31-2023 |
