Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
C-J ADVISORY INC 10-13-2021 09-30-2021 34 188,844,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 1 $34,662,000 205,348 18.35 18.50 2,883 1.42 09-30-2021
VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 2 $16,143,000 80,346 8.55 8.53 1,140 1.44 09-30-2021
FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 3 $13,702,000 190,898 7.26 7.18 7,502 4.09 09-30-2021
ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 4 $13,405,000 130,101 7.10 7.17 112 0.09 09-30-2021
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6