Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | 04-10-2024 | 03-31-2024 | 640 | 217,748,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JABIL INC | COM | 201 | $221,018 | 1,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VULCAN MATLS CO | COM | 202 | $218,647 | 801 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| F5 INC | COM | 203 | $218,029 | 1,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 204 | $216,946 | 4,716 | 0.00 | 0.00 | 218 | 4.85 | 03-31-2024 |
