Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KKM FINANCIAL LLC | 05-14-2024 | 03-31-2024 | 144 | 205,145,620 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $1,897,073 | 68,363 | 0.00 | 0.00 | 27,064 | 65.53 | 03-31-2024 |
| BOEING CO | COM | 52 | $1,833,984 | 9,503 | 0.00 | 0.00 | 719 | 8.19 | 03-31-2024 |
| 3M CO | COM | 53 | $1,701,257 | 16,039 | 0.00 | 0.00 | 4,703 | 41.49 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 54 | $1,618,517 | 3,367 | 0.00 | 0.00 | -245 | -6.78 | 03-31-2024 |
