Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AMERICAN PLANNING SERVICES INC 02-07-2024 12-31-2023 44 130,337,844
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
JOHNSON & JOHNSON COM 51 $259,091 1,653 0.00 0.00 0 0.00 12-31-2023
ARK ETF TR INNOVATION ETF 52 $240,483 4,592 0.00 4,592 +Inf 12-31-2023
PROCTER AND GAMBLE CO COM Liquidated $0 0 0.00 0.00 -1,000 -39.29 12-31-2023
INTERNATIONAL BUSINESS MACHS COM 54 $208,143 1,273 0.00 1,273 +Inf 12-31-2023
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