Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL & TAX ARCHITECTS LLC | 08-07-2024 | 06-30-2024 | 82 | 373,002,368 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | ENERGY | 101 | $641,605 | 7,039 | 0.00 | 0.00 | -1,587 | -18.40 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 102 | $637,682 | 8,327 | 0.00 | 8,327 | +Inf | 06-30-2024 | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 103 | $619,430 | 3,396 | 0.00 | 0.00 | -401 | -10.56 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 104 | $605,807 | 6,860 | 0.00 | 0.00 | -920 | -11.83 | 06-30-2024 |
