Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTE CAPITAL LLC /ADV | 11-10-2023 | 09-30-2023 | 208 | 649,198,435 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $46,379,551 | 270,893 | 0.01 | 0.01 | 4,876 | 1.83 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $35,391,952 | 486,688 | 0.01 | 0.01 | -5,690 | -1.16 | 09-30-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $29,129,235 | 211,189 | 0.00 | 0.00 | -11,329 | -5.09 | 09-30-2023 |
| THE TRADE DESK INC | COM CL A | 4 | $21,187,403 | 271,112 | 0.00 | 0.00 | -8,295 | -2.97 | 09-30-2023 |
