Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 04-25-2024 | 03-31-2024 | 221 | 162,530,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 601 | $185,972 | 1,031 | 0.00 | 0.00 | 271 | 35.66 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | Liquidated | $177,129 | 1,199 | 0.00 | 0.00 | 1,199 | +Inf | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 603 | $156,313 | 1,596 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 604 | $148,901 | 2,439 | 0.00 | 0.00 | -204 | -7.72 | 03-31-2024 |
