Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
REALTA INVESTMENT ADVISORS 04-18-2024 03-31-2024 800 485,174,275
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR GL TIMB FORE ETF Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS Liquidated $5,807 100 0.00 0.00 100 +Inf 03-31-2024
ISHARES TR GL CLEAN ENE ETF Liquidated $5,592 400 0.00 0.00 400 +Inf 03-31-2024
ISHARES INC MSCI CDA ETF Liquidated $5,436 142 0.00 0.00 142 +Inf 03-31-2024
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