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  Name: Spectrum Planning & Advisory Services Inc.
  City: SAN DIEGO
  State: CA
  Zip: 92108
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $70,599,000
  Total Value Change : $7,187,000
  Securities Held Change : 6
   
All Securities Held : 50
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 23
  Unchanged Positions : 13
  Decreased Positions : 9

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged 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
   (SH)1 Year Chart         SH ProShares Short S&P500 6 - $11.85 $3,023,000 232,729 4.28% -345,000 0 0.189    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 19 - $416.94 $864,000 2,423 1.22% 15,000 0 0    Property & Casualty I...
   (ALNY)1 Year Chart         ALNY Alnylam Pharmaceuticals Inc 24 - $149.40 $681,000 3,560 0.96% 51,000 0 0.003    Biotechnology
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 27 - $486.69 $520,000 1,190 0.74% 53,000 0 0    Closed - End Fund - E...
   (PSQ)1 Year Chart         PSQ ProShares Short QQQ 33 - $8.82 $339,000 35,751 0.48% -50,000 0 0.04    Closed - End Fund - Debt
   (FB)1 Year Chart         FB Meta Platforms Inc 36 - $471.91 $293,000 827 0.42% 45,000 0 0    Internet Service Prov...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 39 - $177.81 $273,000 1,100 0.39% -2,000 0 0    Auto Manufacturers
   (OUNZ)1 Year Chart         OUNZ Van Eck Merk Gold Trust 40 - $0.00 $258,000 12,901 0.37% 27,000 0 0.057    N/A
   (RWM)1 Year Chart         RWM ProShares Short Russell2000 41 - $20.46 $256,000 12,146 0.36% -38,000 0 0.116    Closed - End Fund - Debt
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 42 - $3,708.35 $255,000 72 0.36% 33,000 0 0    Internet Software & S...
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 43 - $277.92 $233,000 898 0.33% 29,000 0 0.002    Closed - End Fund - E...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 44 - $28.79 $225,000 10,335 0.32% 15,000 0 0.002    Closed - End Fund - E...
   (EDIT)1 Year Chart         EDIT Editas Medicine, Inc. 50 - $5.62 $142,000 14,038 0.2% 33,000 0 0.023    N/A
      13 Records Found
  1    
Page 1 of 1
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