Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | 01-29-2024 | 12-31-2023 | 972 | 658,792,941 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INTEL CORP | COM | 51 | $4,470,185 | 88,959 | 0.00 | 0.00 | 23,775 | 36.47 | 12-31-2023 |
JOHNSON & JOHNSON | COM | 52 | $4,391,528 | 28,017 | 0.00 | 0.00 | -19,931 | -41.57 | 12-31-2023 |
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 53 | $4,330,821 | 53,401 | 0.00 | 0.00 | 19,724 | 58.57 | 12-31-2023 |
PHILLIPS EDISON & CO INC | COMMON STOCK | 54 | $4,133,445 | 113,307 | 0.00 | 0.00 | 39,961 | 54.48 | 12-31-2023 |