Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUTCHINSON CAPITAL MANAGEMENT/CA | 08-07-2024 | 06-30-2024 | 87 | 488,945,281 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 51 | $1,506,544 | 45,736 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 52 | $1,414,383 | 1,664 | 0.00 | 0.00 | 1,006 | 152.89 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 53 | $1,292,761 | 24,856 | 0.00 | 0.00 | -33 | -0.13 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 54 | $1,269,449 | 49,939 | 0.00 | 0.00 | -36,728 | -42.38 | 06-30-2024 |
