Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ARCHITECTS LLC | 02-14-2024 | 12-31-2023 | 199 | 712,817,065 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWR US AGRGT | 101 | $671,177 | 14,059 | 0.00 | 14,059 | +Inf | 12-31-2023 | |
| MASTERCARD INCORPORATED | CL A | 102 | $661,929 | 1,552 | 0.00 | 0.00 | 69 | 4.65 | 12-31-2023 |
| ADOBE INC | COM | 103 | $661,112 | 1,108 | 0.00 | 0.00 | 54 | 5.12 | 12-31-2023 |
| ELI LILLY & CO | COM | 104 | $644,789 | 1,106 | 0.00 | 0.00 | -54 | -4.66 | 12-31-2023 |
