Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX INV CP ETF | 501 | $22,818 | 211 | 0.00 | 0.00 | 25 | 13.44 | 06-30-2023 |
| ISHARES TR | 1 3 YR TREAS BD | 502 | $21,162 | 261 | 0.00 | 0.00 | 70 | 36.65 | 06-30-2023 |
| INVESCO EXCHANGE TRADED FD T | INVESCO MSCI | 503 | $21,028 | 429 | 0.00 | 0.00 | 311 | 263.56 | 06-30-2023 |
| ISHARES TR | MSCI EAFE MIN VL | 504 | $20,318 | 301 | 0.00 | 0.00 | 177 | 142.74 | 06-30-2023 |
