Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 08-10-2023 | 06-30-2023 | 264 | 1,489,794,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NUVEEN BLMBRG SH | 51 | $7,397,516 | 157,226 | 0.00 | 0.00 | 29,295 | 22.90 | 06-30-2023 |
| SPDR SER TR | PORTFOLIO S&P400 | 52 | $6,897,964 | 150,316 | 0.00 | 0.00 | 31,414 | 26.42 | 06-30-2023 |
| SPDR SER TR | BLOOMBERG HIGH Y | 53 | $6,846,943 | 74,399 | 0.00 | 0.00 | 19,793 | 36.25 | 06-30-2023 |
| SPDR SER TR | PORTFOLIO SH TSR | 54 | $6,602,388 | 229,329 | 0.00 | 0.00 | 60,946 | 36.19 | 06-30-2023 |
