Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP LLC | 10-11-2023 | 09-30-2023 | 169 | 1,314,265,637 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI ACWI ETF | 251 | $1,409,289 | 15,257 | 0.00 | 0.00 | 745 | 5.13 | 09-30-2023 |
| ISHARES TR | MSCI UK ETF NEW | 252 | $1,324,263 | 41,854 | 0.00 | 0.00 | -2,305 | -5.22 | 09-30-2023 |
| CINTAS CORP | COM | 253 | $1,203,006 | 2,501 | 0.00 | 0.00 | 827 | 49.40 | 09-30-2023 |
| BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | 254 | $1,201,155 | 24,154 | 0.00 | 0.00 | -199,283 | -89.19 | 09-30-2023 |
