Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 02-14-2024 | 12-31-2023 | 454 | 676,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN DIVERSIFIED RETURN INTL EQ ETF | Equity ETF | 501 | $95 | 54 | 0.00 | 0.02 | -1,946 | -97.30 | 12-31-2023 |
| VANGUARD HEALTH CARE ETF | Equity ETF | 502 | $94 | 251 | 0.00 | 0.01 | -123 | -32.89 | 12-31-2023 |
| SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO | Equity ETF | 503 | $94 | 179 | 0.00 | 0.01 | -348 | -66.03 | 12-31-2023 |
| SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE | Equity ETF | 504 | $93 | 136 | 0.00 | 0.01 | -539 | -79.85 | 12-31-2023 |
