Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DOMANI WEALTH LLC | 04-18-2023 | 03-31-2023 | 117 | 430,979,556 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 ETF SHS | 1 | $92,450,790 | 245,834 | 0.02 | 24.05 | -4,097 | -1.64 | 03-31-2023 |
| Vanguard FTSE All-World ex-US ETF | ALLWRLD EX US | 2 | $37,235,858 | 696,388 | 0.01 | 9.51 | -34,634 | -4.74 | 03-31-2023 |
| iShares MSCI EAFE Index ETF | MSCI EAFE ETF | 3 | $21,426,677 | 299,590 | 0.00 | 4.95 | -1,965 | -0.65 | 03-31-2023 |
| Apple, Inc. | COM | 4 | $21,395,849 | 129,750 | 0.00 | 5.23 | 559 | 0.43 | 03-31-2023 |
