Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | 02-06-2024 | 12-31-2023 | 498 | 3,010,836,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1 | $152,557,229 | 1,971,788 | 0.01 | 0.01 | 96,833 | 5.16 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 2 | $149,319,035 | 301,521 | 0.00 | 0.00 | 231,426 | 330.16 | 12-31-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 3 | $146,229,474 | 3,079,163 | 0.00 | 0.00 | 557,642 | 22.12 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 4 | $128,622,938 | 819,829 | 0.00 | 0.00 | 64,994 | 8.61 | 12-31-2023 |
