Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOSHINSKI ASSET MANAGEMENT INC | 01-29-2024 | 12-31-2023 | 972 | 658,792,941 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 201 | $1,433,568 | 13,107 | 0.00 | 0.00 | 6,321 | 93.15 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 202 | $1,430,379 | 27,683 | 0.00 | 0.00 | -442,132 | -94.11 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 203 | $1,426,587 | 24,049 | 0.00 | 0.00 | 2,247 | 10.31 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 204 | $1,418,820 | 32,775 | 0.00 | 0.00 | 11,528 | 54.26 | 12-31-2023 |
