Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 1840 | 897,613,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 251 | $313,595 | 5,574 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | 252 | $310,841 | 4,787 | 0.00 | 0.00 | 140 | 3.01 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 253 | $310,139 | 2,079 | 0.00 | 0.00 | -1,472 | -41.45 | 12-31-2023 |
| EATON CORP PLC | SHS | 254 | $308,055 | 1,279 | 0.00 | 0.00 | 7 | 0.55 | 12-31-2023 |
