Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ARCHITECTS INC | 11-14-2022 | 09-30-2022 | 309 | 572,743,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 151 | $879,000 | 39,233 | 0.15 | 39,233 | +Inf | 09-30-2022 | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 152 | $855,000 | 11,981 | 0.15 | 11,981 | +Inf | 09-30-2022 | |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 153 | $853,000 | 33,898 | 0.15 | 33,898 | +Inf | 09-30-2022 | |
| SOUTH JERSEY INDS INC | COM | 154 | $853,000 | 25,509 | 0.15 | 25,509 | +Inf | 09-30-2022 |
