Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIMESCALE FINANCIAL INC | 07-26-2023 | 06-30-2023 | 628 | 463,172,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 201 | $153,443 | 2,177 | 0.00 | 2,177 | +Inf | 06-30-2023 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 202 | $150,500 | 2,008 | 0.00 | 2,008 | +Inf | 06-30-2023 | |
| SPDR SER TR | PORTFOLIO LN TSR | 203 | $149,291 | 4,993 | 0.00 | 4,993 | +Inf | 06-30-2023 | |
| ISHARES TR | 20 YR TR BD ETF | 204 | $148,851 | 1,446 | 0.00 | 1,446 | +Inf | 06-30-2023 |
