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 |
---|---|---|---|---|---|---|---|---|---|
COINBASE GLOBAL INC | COM CL A | 701 | $333,231 | 1,916 | 0.00 | 1,916 | +Inf | 12-31-2023 | |
FRANKLIN TEMPLETON ETF TR | US CORE DIV TILT | 702 | $332,767 | 9,010 | 0.00 | 0.00 | 2,915 | 47.83 | 12-31-2023 |
ISHARES TR | CORE MSCI PAC | 703 | $332,006 | 5,579 | 0.00 | 0.00 | -2,832 | -33.67 | 12-31-2023 |
SPDR SER TR | SPDR S&P1500VL | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -0.87 | 12-31-2023 |