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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 201 | $227,618 | 1,669 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRAVELERS COMPANIES INC | COM | 202 | $227,445 | 1,194 | 0.00 | 0.00 | -31 | -2.53 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 203 | $227,114 | 819 | 0.00 | 0.00 | -210 | -20.41 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP | COM | 204 | $224,938 | 2,950 | 0.00 | 2,950 | +Inf | 12-31-2023 |
