Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 51 | $3,665,747 | 53,274 | 0.00 | 53,274 | +Inf | 09-30-2023 | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 52 | $3,481,733 | 46,330 | 0.00 | 0.00 | -12,154 | -20.78 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 53 | $3,410,509 | 78,948 | 0.00 | 0.00 | -1,374 | -1.71 | 09-30-2023 |
| CISCO SYS INC | COM | 54 | $3,370,725 | 62,700 | 0.00 | 0.00 | -3,379 | -5.11 | 09-30-2023 |
