Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGAL WEALTH GROUP INC | 02-23-2024 | 12-31-2023 | 43 | 162,113,711 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $241,893 | 1,606 | 0.00 | 0.00 | 1 | 0.06 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 52 | $237,125 | 2,731 | 0.00 | 0.00 | -906 | -24.91 | 12-31-2023 |
| CONSTELLATION ENERGY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 54 | $231,349 | 1,222 | 0.00 | 0.00 | 29 | 2.43 | 12-31-2023 |
