Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | 02-06-2024 | 12-31-2023 | 498 | 3,010,836,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 351 | $616,828 | 4,523 | 0.00 | 0.00 | 937 | 26.13 | 12-31-2023 |
| D R HORTON INC | COM | 352 | $616,450 | 4,056 | 0.00 | 0.00 | 188 | 4.86 | 12-31-2023 |
| FORD MTR CO DEL | COM | 353 | $615,727 | 50,511 | 0.00 | 0.00 | -18,107 | -26.39 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 354 | $609,756 | 26,844 | 0.00 | 0.00 | -123 | -0.46 | 12-31-2023 |
