Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENCHMARK INVESTMENT ADVISORS LLC | 05-15-2024 | 03-31-2024 | 90 | 126,723,151 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 301 | $357,925 | 8,520 | 0.00 | 0.00 | 1,578 | 22.73 | 03-31-2024 |
| INNOVATOR ETFS TR | GRWT100 PWR BUF | Liquidated | $0 | 0 | 0.00 | 7,677 | +Inf | 03-31-2024 | |
| MCDONALDS CORP | COM | Liquidated | $0 | 0 | 0.00 | 1,180 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | VALUE ETF | Liquidated | $0 | 0 | 0.00 | 2,311 | +Inf | 03-31-2024 |
