Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REILLY FINANCIAL ADVISORS LLC | 01-25-2022 | 12-31-2021 | 1165 | 1,346,927,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | SH BEN INT | 451 | $45,000 | 494 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| ISHARES TR | S&P 500 VAL ETF | 452 | $45,000 | 290 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 453 | $45,000 | 300 | 0.00 | 0.02 | -1,053 | -77.83 | 12-31-2021 |
| CELSIUS HLDGS INC | COM NEW | 454 | $45,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
