Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TAP CONSULTING LLC 02-02-2024 12-31-2023 127 418,960,035
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR TIPS BD ETF Liquidated $0 0 0.00 0.00 -143 -4.45 12-31-2023
ALLSTATE CORP COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
ENPHASE ENERGY INC COM 203 $314,890 2,383 0.00 2,383 +Inf 12-31-2023
NUSHARES ETF TR NUVEEN SHRT TERM Liquidated $0 0 0.00 0.00 -3,592 -25.89 12-31-2023
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