Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MANCHESTER FINANCIAL INC 04-17-2020 03-31-2020 541 135,467,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US BRD MKT ETF 1 $32,104,000 531,254 23.70 16.89 -29,489 -5.26 03-31-2020
SSGA ACTIVE ETF TR INCOM ALLO ETF 2 $20,558,000 747,553 15.18 10.36 -24,070 -3.12 03-31-2020
GOLDMAN SACHS BDC INC SHS 3 $7,091,000 575,079 5.23 4.91 -14,199 -2.41 03-31-2020
SCHWAB STRATEGIC TR US LRG CAP ETF 4 $7,067,000 115,385 5.22 4.54 -35,617 -23.59 03-31-2020
logo   

Please login to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.4