Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERCONTINENTAL WEALTH ADVISORS LLC | 07-21-2023 | 06-30-2023 | 304 | 418,865,734 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 351 | $251,601 | 7,058 | 0.00 | 0.00 | 3 | 0.04 | 06-30-2023 |
| ALAMO GROUP INC | COM | 352 | $250,118 | 1,360 | 0.00 | 1,360 | +Inf | 06-30-2023 | |
| ISHARES TR | GL CLEAN ENE ETF | 353 | $246,854 | 13,416 | 0.00 | 0.00 | -1,246 | -8.50 | 06-30-2023 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 354 | $245,800 | 5,000 | 0.00 | 5,000 | +Inf | 06-30-2023 |
