Institution Information
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
Institutional Holdings
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
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