Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARWATER CAPITAL ADVISORS LLC | 10-24-2023 | 09-30-2023 | 142 | 816,148,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHRT NAT MUN ETF | 51 | $4,744,624 | 46,127 | 0.00 | 0.00 | -4,007 | -7.99 | 09-30-2023 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 52 | $4,692,861 | 46,863 | 0.00 | 0.00 | -9,266 | -16.51 | 09-30-2023 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 53 | $4,430,185 | 137,370 | 0.00 | 0.00 | 2,634 | 1.95 | 09-30-2023 |
| ISHARES TR | EAFE SML CP ETF | 54 | $4,305,286 | 76,240 | 0.00 | 0.00 | -2,614 | -3.31 | 09-30-2023 |
