Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GHP INVESTMENT ADVISORS INC | 04-20-2023 | 03-31-2023 | 918 | 1,574,196,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $30,773,542 | 186,619 | 0.00 | 2.01 | -2,495 | -1.32 | 03-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $23,131,369 | 354,939 | 0.00 | 1.26 | 60,761 | 20.65 | 03-31-2023 |
| MICROSOFT CORP | COM | 3 | $21,596,350 | 74,909 | 0.00 | 1.27 | 3,899 | 5.49 | 03-31-2023 |
| ISHARES TR | SP SMCP600VL ETF | 4 | $21,058,075 | 225,003 | 0.00 | 1.45 | -4,671 | -2.03 | 03-31-2023 |
