Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KKM FINANCIAL LLC | 05-14-2024 | 03-31-2024 | 144 | 205,145,620 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $7,161,029 | 41,760 | 0.00 | 0.00 | 3,101 | 8.02 | 03-31-2024 |
| ISHARES TR | ISHARES SEMICDTR | 2 | $6,491,811 | 28,735 | 0.00 | 0.00 | 23,316 | 430.26 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $5,460,328 | 10,439 | 0.00 | 0.00 | -479 | -4.39 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $5,185,589 | 12,326 | 0.00 | 0.00 | -556 | -4.32 | 03-31-2024 |
