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  Name: Great Lakes Retirement Inc.
  City: Sandusky
  State: OH
  Zip: 44870
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $607,203,000
  Total Value Change : $52,369,000
  Securities Held Change : -4
   
All Securities Held : 211
  New Positions : 18
  Closed Positions : 25
  Increased Positions : 113
  Unchanged Positions : 4
  Decreased Positions : 76

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PPG)1 Year Chart         PPG PPG Industries Inc 21 New $135.33 $7,652,000 51,169 1.26% 7,652,000 51,169 0.022    Conglomerates
   (BILZ)1 Year Chart         BILZ Pimco Ultra Short Governmen... 35 New $100.86 $3,533,000 35,102 0.58% 3,533,000 35,102 0.39    N/A
   (CSHI)1 Year Chart         CSHI Neos Enhanced Income Cash A... 37 New $0.00 $3,201,000 64,121 0.53% 3,201,000 64,121 2.812    N/A
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 64 New $25.04 $1,962,000 78,752 0.32% 1,962,000 78,752 0.02    N/A
   (SHEL)1 Year Chart         SHEL Shell plc 97 New $74.09 $1,334,000 20,280 0.22% 1,334,000 20,280 0.001    Integrated Oil & Gas
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 100 New $478.74 $1,287,000 2,947 0.21% 1,287,000 2,947 0.002    Closed - End Fund - E...
   (PSX)1 Year Chart         PSX Phillips 66 112 New $145.60 $1,175,000 8,826 0.19% 1,175,000 8,826 0.002    Oil & Gas Refining, P...
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 148 New $250.82 $700,000 3,112 0.12% 700,000 3,112 0.001    Insurance Brokers
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 158 New $254.84 $618,000 2,734 0.1% 618,000 2,734 0.001    Property & Casualty I...
   (VLTO)1 Year Chart         VLTO Veralto Corp 171 New $96.50 $413,000 5,024 0.07% 413,000 5,024 0.002    N/A
   (HYBL)1 Year Chart         HYBL Spdr Blackstone High Income... 172 New $0.00 $406,000 14,449 0.07% 406,000 14,449 0.335    N/A
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 173 New $59.69 $402,000 6,731 0.07% 402,000 6,731 0.001    N/A
   (FDEC)1 Year Chart         FDEC Ft Cboe Vest Us Equity Buff... 178 New $0.00 $378,000 9,707 0.06% 378,000 9,707 0.108    N/A
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 179 New $331.98 $373,000 1,528 0.06% 373,000 1,528 0.002    Diversified Machinery
   (SPD)1 Year Chart         SPD Simplify Us Equity Plus Dow... 181 New $0.00 $371,000 12,910 0.06% 371,000 12,910 0.014    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 203 New $131.39 $240,000 1,918 0.04% 240,000 1,918 0.001    Closed - End Fund - E...
      16 Records Found
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