Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARWATER CAPITAL ADVISORS LLC | 05-09-2024 | 03-31-2024 | 159 | 937,643,671 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SHT TM US TRES | 1 | $81,777,294 | 1,696,272 | 0.01 | 0.00 | 869,636 | 105.20 | 03-31-2024 |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 2 | $75,763,230 | 1,501,451 | 0.01 | 1,501,451 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $66,782,289 | 876,523 | 0.01 | 0.01 | -8,565 | -0.97 | 03-31-2024 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | Liquidated | $0 | 0 | 0.01 | 0.01 | 45,484 | 3.66 | 03-31-2024 |
