Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENZI WEALTH | 07-22-2024 | 06-30-2024 | 62 | 227,165,277 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 51 | $406,558 | 12,697 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUTANIX INC | CL A | 52 | $390,650 | 6,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TESLA INC | COM | 53 | $388,993 | 1,547 | 0.00 | 0.00 | 35 | 2.31 | 06-30-2024 |
| ISHARES TR | S&P 500 VAL ETF | 54 | $378,978 | 2,087 | 0.00 | 0.00 | -32 | -1.51 | 06-30-2024 |
