Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALMANACK INVESTMENT PARTNERS LLC | 02-07-2024 | 12-31-2023 | 159 | 539,083,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP VA ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,602 | -30.70 | 12-31-2023 |
| UNION PAC CORP | COM | 352 | $516,539 | 2,103 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 353 | $510,127 | 3,420 | 0.00 | 0.00 | 357 | 11.66 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 354 | $506,269 | 1,117 | 0.00 | 0.00 | -108 | -8.82 | 12-31-2023 |
