Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARO ADVISORS LLC | 04-18-2024 | 03-31-2024 | 419 | 575,923,971 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 51 | $1,963,639 | 19,361 | 0.00 | 0.00 | 2,455 | 14.52 | 03-31-2024 |
| TORONTO DOMINION BK ONT | COM NEW | 52 | $1,941,566 | 32,156 | 0.00 | 0.00 | -51 | -0.16 | 03-31-2024 |
| MERCK & CO INC | COM | 53 | $1,931,327 | 14,637 | 0.00 | 0.00 | 635 | 4.54 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 54 | $1,917,121 | 7,996 | 0.00 | 0.00 | 633 | 8.60 | 03-31-2024 |
