Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ARCHITECTS INC | 11-14-2022 | 09-30-2022 | 309 | 572,743,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA ESG SLC | 251 | $448,000 | 5,900 | 0.08 | 5,900 | +Inf | 09-30-2022 | |
| INVESTMENT MANAGERS SER TR I | AXS CHANGE FINAN | 252 | $440,000 | 17,716 | 0.08 | 17,716 | +Inf | 09-30-2022 | |
| CISCO SYS INC | COM | 253 | $438,000 | 10,953 | 0.08 | 0.60 | -29 | -0.26 | 09-30-2022 |
| NIKE INC | CL B | 254 | $434,000 | 5,223 | 0.08 | 5,223 | +Inf | 09-30-2022 |
