Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | 01-25-2022 | 12-31-2021 | 1165 | 1,346,927,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | GLB INFRASTR ETF | 901 | $7,000 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
VANGUARD WORLD FDS | CONSUM DIS ETF | 902 | $7,000 | 20 | 0.00 | 20 | +Inf | 12-31-2021 | |
WHIRLPOOL CORP | COM | 903 | $7,000 | 28 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
WELLTOWER INC | COM | 904 | $7,000 | 84 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |