Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARAPHI ADVISORY NETWORK LLC | 05-12-2022 | 03-31-2022 | 283 | 345,882,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $21,792,000 | 124,796 | 6.30 | 7.52 | 3,251 | 2.67 | 03-31-2022 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 2 | $19,910,000 | 340,334 | 5.76 | 340,334 | +Inf | 03-31-2022 | |
| ISHARES TR | CORE S&P500 ETF | 3 | $17,552,000 | 38,688 | 5.07 | 0.44 | 36,062 | 1373.27 | 03-31-2022 |
| TESLA INC | COM | 4 | $16,975,000 | 15,752 | 4.91 | 6.36 | -1,524 | -8.82 | 03-31-2022 |
