Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWM LLC | 04-04-2024 | 03-31-2024 | 4792 | 20,566,169,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $1,374,791,000 | 2,615,013 | 6.68 | 8.51 | -699,255 | -21.10 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 2 | $911,986,000 | 20,004,086 | 4.43 | 4.05 | 3,632,500 | 22.19 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 3 | $682,685,000 | 4,153,846 | 3.32 | 3.44 | -191,874 | -4.42 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 4 | $400,487,000 | 6,508,814 | 1.95 | 1.78 | 587,774 | 9.93 | 03-31-2024 |
