Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUND VIEW WEALTH ADVISORS GROUP LLC | 02-08-2024 | 12-31-2023 | 385 | 906,552,812 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 251 | $490,415 | 9,462 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | ESG AWR US AGRGT | 252 | $489,812 | 10,260 | 0.00 | 0.00 | 84 | 0.83 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 253 | $489,246 | 1,765 | 0.00 | 0.00 | -50 | -2.75 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 254 | $478,290 | 1,363 | 0.00 | 0.00 | 28 | 2.10 | 12-31-2023 |
