Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FULCRUM EQUITY MANAGEMENT | 04-24-2024 | 03-31-2024 | 109 | 84,778,003 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX HI YD ETF | 51 | $2,381,931 | 30,644 | 0.00 | 30,644 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 52 | $1,787,642 | 9,785 | 0.00 | 9,785 | +Inf | 03-31-2024 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $1,778,379 | 4,229 | 0.00 | 0.00 | 589 | 16.18 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 54 | $1,735,450 | 21,634 | 0.00 | 21,634 | +Inf | 03-31-2024 |
