Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARWATER CAPITAL ADVISORS LLC | 10-24-2023 | 09-30-2023 | 142 | 816,148,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | BLACKROCK ST MAT | 1 | $64,185,252 | 1,286,535 | 0.01 | 0.01 | 45,484 | 3.66 | 09-30-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 2 | $56,194,256 | 885,088 | 0.01 | 0.01 | -60,717 | -6.42 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 3 | $47,011,047 | 1,062,877 | 0.01 | 0.00 | 593,499 | 126.44 | 09-30-2023 |
| ISHARES TR | U S EQUITY FACTR | 4 | $46,510,778 | 1,073,656 | 0.01 | 0.01 | -25,340 | -2.31 | 09-30-2023 |
