Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOBBS GROUP ADVISORS LLC | 02-16-2024 | 12-31-2023 | 541 | 224,348,877 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 51 | $752,371 | 1,519 | 0.00 | 1,519 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI EAFE MIN VL | 52 | $748,803 | 10,799 | 0.00 | 10,799 | +Inf | 12-31-2023 | |
| ISHARES GOLD TR | ISHARES NEW | 53 | $744,767 | 19,082 | 0.00 | 19,082 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | 54 | $728,154 | 30,653 | 0.00 | 30,653 | +Inf | 12-31-2023 |
