Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING LLC | 02-09-2024 | 12-31-2023 | 396 | 165,962,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 151 | $100,996 | 905 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENWORTH FINL INC | COM CL A | 152 | $100,801 | 15,090 | 0.00 | 0.00 | -100 | -0.66 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 153 | $98,099 | 656 | 0.00 | 0.00 | 215 | 48.75 | 12-31-2023 |
| ONEOK INC NEW | COM | 154 | $97,465 | 1,388 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
