Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 04-25-2024 | 03-31-2024 | 221 | 162,530,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 51 | $5,278,776 | 114,756 | 0.00 | 0.00 | -3,873 | -3.26 | 03-31-2024 |
| ISHARES TR | BROAD USD HIGH | 52 | $4,367,200 | 119,355 | 0.00 | 119,355 | +Inf | 03-31-2024 | |
| ISHARES TR | PFD AND INCM SEC | 53 | $4,358,979 | 135,246 | 0.00 | 0.00 | 135,002 | 55328.69 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 54 | $4,351,313 | 86,250 | 0.00 | 86,250 | +Inf | 03-31-2024 |
