Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE ADVISORY GROUP INC | 05-12-2021 | 03-31-2021 | 253 | 2,173,086,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MBS ETF | 51 | $5,736,000 | 52,904 | 0.26 | 52,904 | +Inf | 03-31-2021 | |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 52 | $5,429,000 | 110,541 | 0.25 | 110,541 | +Inf | 03-31-2021 | |
| ISHARES TR | US TREAS BD ETF | 53 | $4,577,000 | 174,770 | 0.21 | 174,770 | +Inf | 03-31-2021 | |
| ISHARES TR | CORE S&P MCP ETF | 54 | $4,560,000 | 17,521 | 0.21 | 17,521 | +Inf | 03-31-2021 |
