Position Size ($1000s)
$13,174
| $14,844
| $15,071
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
302,635
| 313,214
| 303,542
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (PXF) |
303,542 |
$15,071 | PXF | 303,542 | $15,071 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (PXF) |
313,214 |
$14,844 | PXF | 313,214 | $14,844 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (PXF) |
302,635 |
$13,174 | PXF | 302,635 | $13,174 |
Top Stocks Held at 03/31/2024: AGG, VOO, SCHX, SCHZ, FNDX, More »
Size ($ in 1000's)
At 03/31/2024: $1,056,415 At 12/31/2023: $1,014,935 At 09/30/2023: $887,603
Charles Schwab Trust Co Top Holdings
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