Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HCR WEALTH ADVISORS | 02-09-2024 | 12-31-2023 | 205 | 633,080,445 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | Common Stock | 1 | $104,774,682 | 544,199 | 0.02 | 544,199 | +Inf | 12-31-2023 | |
| APPLE INC | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | -70,357 | -12.34 | 12-31-2023 |
| Vanguard High Dividend Yield Index Fund ETF | ETF | 3 | $62,155,571 | 556,799 | 0.01 | 556,799 | +Inf | 12-31-2023 | |
| Vanguard Growth Index Fund ETF | ETF | 4 | $60,758,862 | 195,441 | 0.01 | 195,441 | +Inf | 12-31-2023 |
