Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 07-22-2024 | 06-30-2024 | 404 | 3,341,389,843 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 101 | $6,630,332 | 134,163 | 0.00 | 0.00 | 7,877 | 6.24 | 06-30-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 102 | $6,627,679 | 172,506 | 0.00 | 0.00 | 426 | 0.25 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 103 | $6,303,125 | 243,646 | 0.00 | 0.00 | 6,461 | 2.72 | 06-30-2024 |
| ABBOTT LABS | COM | 104 | $5,897,646 | 56,757 | 0.00 | 0.00 | -219 | -0.38 | 06-30-2024 |
