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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST SOLAR INC | COM | 151 | $337,669 | 1,960 | 0.00 | 0.00 | -43 | -2.15 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 152 | $336,850 | 6,565 | 0.00 | 0.00 | -1,722 | -20.78 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 153 | $332,414 | 5,735 | 0.00 | 0.00 | -8 | -0.14 | 12-31-2023 |
| POSCO HOLDINGS INC | SPONSORED ADR | 154 | $332,124 | 3,492 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
