Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASCADE FINANCIAL PARTNERS LLC | 05-14-2024 | 03-31-2024 | 224 | 694,081,094 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $175,908,682 | 234,033 | 0.03 | 234,033 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 2 | $33,392,810 | 189,141 | 0.00 | 189,141 | +Inf | 03-31-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $30,872,055 | 636,144 | 0.00 | 636,144 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P500 ETF | 4 | $26,328,457 | 51,292 | 0.00 | 51,292 | +Inf | 03-31-2024 |
