Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASCADE INVESTMENT GROUP INC | 01-16-2024 | 12-31-2023 | 135 | 123,955,455 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $15,366,877 | 64,779 | 0.01 | 0.01 | 4,015 | 6.61 | 12-31-2023 |
| APPLE INC | COM | 2 | $6,647,055 | 34,525 | 0.01 | 0.01 | 438 | 1.28 | 12-31-2023 |
| SPDR SER TR | PORTFOLI S&P1500 | 3 | $5,343,079 | 91,413 | 0.00 | 0.00 | 1,293 | 1.43 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $3,737,462 | 9,939 | 0.00 | 0.00 | 2,181 | 28.11 | 12-31-2023 |
