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
ISHARES TR IBOXX HI YD ETF 101 $10,784,383 146,288 0.00 0.00 15,805 12.11 09-30-2023
ISHARES TR S&P 500 GRWT ETF 102 $10,319,191 150,821 0.00 0.00 19,309 14.68 09-30-2023
SCHWAB CHARLES CORP COM 103 $9,849,674 179,411 0.00 0.00 -265,317 -59.66 09-30-2023
TJX COS INC NEW COM 104 $9,502,199 106,910 0.00 0.00 -6,391 -5.64 09-30-2023
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