Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANFORD ADVISORY SERVICES LLC | 11-09-2022 | 09-30-2022 | 109 | 350,150,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $865,000 | 5,294 | 0.25 | 0.29 | -500 | -8.63 | 09-30-2022 |
| CHENIERE ENERGY INCORPORATED COM NEW | COM NEW | 52 | $863,000 | 5,200 | 0.25 | 0.08 | 3,000 | 136.36 | 09-30-2022 |
| VANGUARD MID-CAP ETF | MID CAP ETF | 53 | $811,000 | 4,315 | 0.23 | 0.22 | 451 | 11.67 | 09-30-2022 |
| ISHARES TR ISHS 5-10YR INVT | ISHS 5-10YR INVT | 54 | $774,000 | 16,023 | 0.22 | 0.23 | 71 | 0.45 | 09-30-2022 |
