Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARO ADVISORS LLC | 04-18-2024 | 03-31-2024 | 419 | 575,923,971 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 20 YR TR BD ETF | 151 | $934,005 | 9,871 | 0.00 | 9,871 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE HIGH DV ETF | 152 | $929,633 | 8,435 | 0.00 | 0.00 | 149 | 1.80 | 03-31-2024 |
| CLOROX CO DEL | COM | 153 | $919,567 | 6,006 | 0.00 | 0.00 | 567 | 10.42 | 03-31-2024 |
| S&P GLOBAL INC | COM | 154 | $919,067 | 2,160 | 0.00 | 0.00 | 192 | 9.76 | 03-31-2024 |
