Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARINO STRAM & ASSOCIATES LLC | 04-24-2024 | 03-31-2024 | 170 | 422,341,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U S EQUITY FACTR | 351 | $300,980 | 5,593 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 352 | $299,693 | 4,447 | 0.00 | 0.00 | 9 | 0.20 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 353 | $293,657 | 1,673 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 354 | $289,989 | 1,112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
