Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BADGLEY PHELPS WEALTH MANAGERS LLC | 02-14-2024 | 12-31-2023 | 241 | 3,668,599,132 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $239,565,923 | 637,076 | 0.01 | 637,076 | +Inf | 12-31-2023 | |
| APPLE INC | COM | 2 | $169,097,471 | 878,292 | 0.00 | 878,292 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI EAFE ETF | 3 | $168,379,300 | 2,234,629 | 0.00 | 2,234,629 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $109,573,552 | 513,634 | 0.00 | 513,634 | +Inf | 12-31-2023 |
