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 TR | USD INV GRDE ETF | 151 | $412,275 | 8,211 | 0.00 | 0.00 | -108 | -1.30 | 06-30-2024 |
| ISHARES TR | MSCI USA VALUE | 152 | $394,080 | 3,809 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 153 | $391,954 | 1,567 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 154 | $389,074 | 8,891 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2024 |
