Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| S R SCHILL & ASSOCIATES | 04-04-2024 | 03-31-2024 | 84 | 229,884,705 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 499 | 48.73 | 03-31-2024 |
| VANECK HIGH YIELD MUNI ETF | ETF | 52 | $573,135 | 10,967 | 0.00 | 0.00 | -5,494 | -33.38 | 03-31-2024 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 53 | $560,750 | 7,437 | 0.00 | 0.00 | -350 | -4.49 | 03-31-2024 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 54 | $528,943 | 6,468 | 0.00 | 0.00 | 663 | 11.42 | 03-31-2024 |
