Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL | 04-24-2024 | 03-31-2024 | 423 | 357,964,215 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 201 | $46,908 | 632 | 0.00 | 632 | +Inf | 03-31-2024 | |
| DIGITAL RLTY TR INC | COM | 202 | $46,525 | 323 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | 203 | $45,378 | 698 | 0.00 | 0.00 | 2 | 0.29 | 03-31-2024 |
| ABBVIE INC | COM | 204 | $44,433 | 244 | 0.00 | 0.00 | 44 | 22.00 | 03-31-2024 |
