Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CLAAR ADVISORS LLC 05-15-2023 03-31-2023 32 246,212,629
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P TTL STK 1 $34,322,978 379,050 0.01 0.01 1,000 0.26 03-31-2023
MICROSOFT CORP COM 2 $24,634,370 85,447 0.01 0.01 -750 -0.87 03-31-2023
ALPHABET INC CAP STK CL C 3 $19,947,200 191,800 0.01 0.01 -29,000 -13.13 03-31-2023
AMAZON COM INC COM 4 $15,080,340 146,000 0.01 0.01 1,800 1.25 03-31-2023
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