Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-5 YR TIPS ETF | 251 | $207,205 | 2,123 | 0.00 | 0.00 | 1,880 | 773.66 | 06-30-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 252 | $206,931 | 468 | 0.00 | 0.00 | -33 | -6.59 | 06-30-2023 |
| ISHARES TR | CORE INTL AGGR | 253 | $206,230 | 4,184 | 0.00 | 0.00 | 153 | 3.80 | 06-30-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 254 | $204,432 | 5,734 | 0.00 | 0.00 | -5,154 | -47.34 | 06-30-2023 |
