Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTFEST L J & CO INC | 04-22-2024 | 03-31-2024 | 311 | 706,226,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 151 | $1,236,000 | 12,623 | 0.18 | 0.18 | 56 | 0.45 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 152 | $1,226,000 | 26,888 | 0.17 | 0.19 | -898 | -3.23 | 03-31-2024 |
| APPLOVIN CORP | COM CL A | 153 | $1,206,000 | 17,423 | 0.17 | 0.06 | 7,115 | 69.02 | 03-31-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 154 | $1,179,000 | 46,690 | 0.17 | 0.17 | 233 | 0.50 | 03-31-2024 |
