Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | 01-29-2024 | 12-31-2023 | 972 | 658,792,941 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AUTOMATIC DATA PROCESSING IN | COM | 501 | $504,656 | 2,166 | 0.00 | 0.00 | -4,292 | -66.46 | 12-31-2023 |
UNITED PARCEL SERVICE INC | CL B | 502 | $504,617 | 3,209 | 0.00 | 0.00 | -43,189 | -93.08 | 12-31-2023 |
ISHARES TR | S&P 500 GRWT ETF | 503 | $503,095 | 6,699 | 0.00 | 0.00 | -7,077 | -51.37 | 12-31-2023 |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 552 | 5.07 | 12-31-2023 |