Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL GRAVITY ASSET MANAGEMENT INC | 11-15-2023 | 09-30-2023 | 57510 | 9,074,989,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EOG RES INC | Domestic Equities | 1751 | $49,339 | 395 | 0.00 | 0.33 | 280 | 243.48 | 09-30-2023 |
| BROWN CAPITAL MGMT SMALL CO INSTL | EQUITY FUNDS | 1752 | $48,489 | 50 | 0.00 | 50 | +Inf | 09-30-2023 | |
| SCHWAB STRATEGIC TR | Domestic Fixed Income | 1753 | $47,150 | 994 | 0.00 | 0.79 | 944 | 1888.00 | 09-30-2023 |
| KOHL'S CORP 6 33 DUE 01/15/33 | CORPORATE BONDS | 1754 | $46,637 | 40,000 | 0.00 | 40,000 | +Inf | 09-30-2023 |
