Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW PERSPECTIVES INC | 01-24-2023 | 12-31-2022 | 22 | 130,429,633 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $36,122,982 | 803,090 | 0.03 | 28.27 | 64,485 | 8.73 | 12-31-2022 |
| WISDOMTREE TR | FLOATNG RAT TREA | 2 | $21,920,738 | 436,060 | 0.02 | 15.10 | 19,265 | 4.62 | 12-31-2022 |
| ISHARES TR | CORE MSCI EAFE | 3 | $18,622,370 | 302,115 | 0.01 | 12.58 | 50,918 | 20.27 | 12-31-2022 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $15,667,678 | 58,839 | 0.01 | 14.04 | 5,062 | 9.41 | 12-31-2022 |
