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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 101 | $1,458,000 | 12,275 | 0.25 | 12,275 | +Inf | 09-30-2022 | |
| VANGUARD WORLD FD | ESG INTL STK ETF | 102 | $1,445,000 | 33,274 | 0.25 | 33,274 | +Inf | 09-30-2022 | |
| VANGUARD WORLD FD | ESG US STK ETF | 103 | $1,434,000 | 22,795 | 0.25 | 22,795 | +Inf | 09-30-2022 | |
| LATCH INC | COM | 104 | $1,430,000 | 1,500,000 | 0.25 | 1,500,000 | +Inf | 09-30-2022 |
