Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | 02-12-2024 | 12-31-2023 | 710 | 2,660,883,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 51 | $10,818,204 | 41,503 | 0.00 | 41,503 | +Inf | 12-31-2023 | |
| ISHARES TR | 20 YR TR BD ETF | 52 | $10,812,167 | 109,346 | 0.00 | 109,346 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 53 | $10,786,402 | 140,047 | 0.00 | 140,047 | +Inf | 12-31-2023 | |
| CHEVRON CORP NEW | COM | 54 | $10,377,474 | 69,572 | 0.00 | 69,572 | +Inf | 12-31-2023 |
