Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JT STRATFORD LLC | 02-14-2024 | 12-31-2023 | 239 | 437,256,214 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PIMCO EQUITY SER | RAFI DYN MULTI | 201 | $668,163 | 22,906 | 0.00 | 0.00 | 7,462 | 48.32 | 12-31-2023 |
BANK AMERICA CORP | COM | 202 | $663,905 | 19,718 | 0.00 | 0.00 | 2,290 | 13.14 | 12-31-2023 |
OLD DOMINION FREIGHT LINE IN | COM | 203 | $661,499 | 1,632 | 0.00 | 0.00 | 92 | 5.97 | 12-31-2023 |
WISDOMTREE TR | DYNAMIC INT EQ | 204 | $660,184 | 19,963 | 0.00 | 0.00 | 5,688 | 39.85 | 12-31-2023 |