Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP LLC | 10-11-2023 | 09-30-2023 | 169 | 1,314,265,637 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $55,279,694 | 322,877 | 0.00 | 0.00 | 140,750 | 77.28 | 09-30-2023 |
| ISHARES TR | ISHS 5-10YR INVT | 2 | $42,019,212 | 863,704 | 0.00 | 0.00 | 202,096 | 30.55 | 09-30-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $39,976,196 | 150,292 | 0.00 | 0.00 | -10,416 | -6.48 | 09-30-2023 |
| ISHARES TR | S&P 500 VAL ETF | 4 | $38,813,536 | 252,298 | 0.00 | 0.00 | -16,193 | -6.03 | 09-30-2023 |
