Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 04-19-2024 | 03-31-2024 | 123 | 205,058,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HF SINCLAIR CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,147 | -12.20 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 152 | $455,397 | 504 | 0.00 | 0.00 | -64 | -11.27 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 153 | $449,582 | 7,244 | 0.00 | 0.00 | -1,034 | -12.49 | 03-31-2024 |
| BROWN FORMAN CORP | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 390 | 5.25 | 03-31-2024 |
