Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSS RETIREMENT ADVISORS LLC | 01-08-2024 | 12-31-2023 | 225 | 440,869,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 51 | $2,448,644 | 47,491 | 0.00 | 0.00 | -725 | -1.50 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 52 | $2,419,542 | 54,567 | 0.00 | 0.00 | -1,148 | -2.06 | 12-31-2023 |
| ABBOTT LABS | COM | 53 | $2,404,591 | 24,828 | 0.00 | 0.00 | -760 | -2.97 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 54 | $2,367,483 | 41,102 | 0.00 | 0.00 | -1,417 | -3.33 | 12-31-2023 |
