Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ARCHITECTS LLC | 02-14-2024 | 12-31-2023 | 199 | 712,817,065 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $1,893,495 | 11,132 | 0.00 | 0.00 | 4 | 0.04 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 52 | $1,831,033 | 13,108 | 0.00 | 0.00 | 773 | 6.27 | 12-31-2023 |
| HOME DEPOT INC | COM | 53 | $1,760,565 | 5,080 | 0.00 | 0.00 | 60 | 1.20 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 54 | $1,709,995 | 3,453 | 0.00 | 0.00 | 165 | 5.02 | 12-31-2023 |
