Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO FTSE RAFI US 1000 ETF | ETF | 301 | $227,040 | 6,450 | 0.00 | 0.00 | 5,160 | 400.00 | 12-31-2023 |
| MARATHON PETE CORP | Stock | 302 | $224,446 | 1,513 | 0.00 | 1,513 | +Inf | 12-31-2023 | |
| ADVANCED MICRO DEVICES INC COM | Stock | 303 | $218,856 | 1,485 | 0.00 | 0.00 | -1,036 | -41.09 | 12-31-2023 |
| COMCAST CORP NEW CL A | Stock | 304 | $217,590 | 4,962 | 0.00 | 0.00 | -258 | -4.94 | 12-31-2023 |
