Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REDW WEALTH LLC | 05-01-2024 | 03-31-2024 | 194 | 371,107,631 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | ESG AWR MSCI EM | 51 | $1,054,456 | 32,717 | 0.00 | 0.00 | 1,001 | 3.16 | 03-31-2024 |
| LINDE PLC | SHS | 52 | $1,044,256 | 2,249 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 53 | $1,012,986 | 6,653 | 0.00 | 0.00 | 47 | 0.71 | 03-31-2024 |
| FLEXSHARES TR | QLT DIV DEF IDX | 54 | $985,228 | 15,344 | 0.00 | 0.00 | -13,225 | -46.29 | 03-31-2024 |
