Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINCOLN CAPITAL CORP | 01-18-2024 | 12-31-2023 | 77 | 204,803,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 51 | $922,367 | 10,093 | 0.00 | 10,093 | +Inf | 12-31-2023 | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 52 | $823,450 | 43,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 53 | $697,347 | 6,442 | 0.00 | 0.00 | -203 | -3.05 | 12-31-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 54 | $595,046 | 12,054 | 0.00 | 12,054 | +Inf | 12-31-2023 |
