Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAR POINT ADVISORS INC | 08-14-2024 | 06-30-2024 | 569 | 121,762,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US LARGE CAP GROWTH ETF | UIE | 1 | $10,453,845 | 103,668 | 0.01 | 103,668 | +Inf | 06-30-2024 | |
| DOUBLELINE SHILLER CAPE US EQUTS ETF | UIE | 2 | $6,074,209 | 219,122 | 0.00 | 219,122 | +Inf | 06-30-2024 | |
| INVSC QQQ TRUST SRS 1 ETF IV | UIE | 3 | $4,634,529 | 9,673 | 0.00 | 9,673 | +Inf | 06-30-2024 | |
| SCHWAB US BROAD MARKET ETF | UIE | 4 | $4,012,041 | 63,815 | 0.00 | 63,815 | +Inf | 06-30-2024 |
