Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RICE PARTNERSHIP LLC | 08-08-2023 | 06-30-2023 | 139 | 365,077,672 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANK AMERICA CORP | COM | 101 | $334,083 | 11,645 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2023 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 102 | $333,583 | 4,594 | 0.00 | 0.00 | 351 | 8.27 | 06-30-2023 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 103 | $323,834 | 1,863 | 0.00 | 1,863 | +Inf | 06-30-2023 | |
ISHARES TR | CR 5 10 YR ETF | 104 | $306,874 | 7,125 | 0.00 | 0.00 | 1,005 | 16.42 | 06-30-2023 |