Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 04-19-2024 | 03-31-2024 | 123 | 205,058,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 51 | $1,343,458 | 3,271 | 0.00 | 0.00 | 725 | 28.48 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 52 | $1,325,948 | 2,753 | 0.00 | 0.00 | 35 | 1.29 | 03-31-2024 |
| CATERPILLAR INC | COM | 53 | $1,318,488 | 3,598 | 0.00 | 0.00 | -227 | -5.93 | 03-31-2024 |
| D R HORTON INC | COM | 54 | $1,307,185 | 7,944 | 0.00 | 7,944 | +Inf | 03-31-2024 |
