Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARWATER CAPITAL ADVISORS LLC | 08-06-2024 | 06-30-2024 | 158 | 944,125,168 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | BLACKROCK SH DUR | 1 | $117,539,014 | 2,335,367 | 0.01 | 0.01 | 833,916 | 55.54 | 06-30-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 2 | $82,799,270 | 1,720,326 | 0.01 | 0.01 | 24,054 | 1.42 | 06-30-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $67,985,809 | 871,055 | 0.01 | 0.01 | -5,468 | -0.62 | 06-30-2024 |
| ISHARES TR | U S EQUITY FACTR | 4 | $56,477,545 | 1,014,142 | 0.01 | 0.01 | -23,549 | -2.27 | 06-30-2024 |
