Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | 01-29-2024 | 12-31-2023 | 972 | 658,792,941 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
LOCKHEED MARTIN CORP | COM | 151 | $1,973,945 | 4,355 | 0.00 | 0.00 | 498 | 12.91 | 12-31-2023 |
FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 152 | $1,912,067 | 85,208 | 0.00 | 0.00 | 21,244 | 33.21 | 12-31-2023 |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,018 | -11.04 | 12-31-2023 |
ISHARES TR | TIPS BD ETF | 154 | $1,896,017 | 17,639 | 0.00 | 0.00 | -1,865 | -9.56 | 12-31-2023 |