Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | 02-14-2024 | 03-31-2024 | 1201 | 2,098,502,313 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $125,064,342 | 729,323 | 0.01 | 0.01 | -94,205 | -11.44 | 03-31-2024 |
MICROSOFT CORP | COM | 2 | $104,004,794 | 247,207 | 0.00 | 0.00 | -4,215 | -1.68 | 03-31-2024 |
VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $88,503,987 | 340,531 | 0.00 | 0.00 | -1,229 | -0.36 | 03-31-2024 |
NVIDIA CORPORATION | COM | 4 | $67,044,548 | 74,200 | 0.00 | 0.00 | -297 | -0.40 | 03-31-2024 |