Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWM LLC | 04-04-2024 | 03-31-2024 | 4792 | 20,566,169,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 3751 | $12,000 | 160 | 0.00 | 0.00 | 51 | 46.79 | 03-31-2024 |
| AMERICAN CENTY ETF TR | FOCUSED DYNAMIC | 3752 | $12,000 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | EUROPE ETF | 3753 | $12,000 | 209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | DOW 30 EQL WGT | Liquidated | $0 | 0 | 0.00 | 359 | +Inf | 03-31-2024 |
