Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBORVIEW ADVISORS LLC | 08-12-2021 | 06-30-2021 | 102 | 178,626,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 1 | $17,507,000 | 443,765 | 9.80 | 9.54 | 24,347 | 5.80 | 06-30-2021 |
| ISHARES U S ETF TR | INT RT HDG C B | 2 | $14,496,000 | 150,526 | 8.12 | 7.99 | 13,579 | 9.92 | 06-30-2021 |
| WISDOMTREE TR | INTRST RATE HDGE | 3 | $12,265,000 | 260,726 | 6.87 | 6.95 | 16,086 | 6.58 | 06-30-2021 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $10,484,000 | 71,825 | 5.87 | 5.86 | -2,914 | -3.90 | 06-30-2021 |
