Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALLENTINE PARTNERS LLC | 08-06-2024 | 06-30-2024 | 1569 | 5,405,519,156 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $1,591,584,854 | 5,949,628 | 0.03 | 0.03 | 69,241 | 1.18 | 06-30-2024 |
| ISHARES TR | CORE MSCI EAFE | 2 | $416,444,465 | 5,732,991 | 0.01 | 0.01 | 486,769 | 9.28 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 3 | $387,387,111 | 3,261,383 | 0.01 | 0.01 | 49,315 | 1.54 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 4 | $228,345,550 | 4,265,749 | 0.00 | 0.00 | 112,415 | 2.71 | 06-30-2024 |
