Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 1260 | 2,121,182,829 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $151,011,431 | 716,985 | 0.01 | 0.01 | -12,338 | -1.69 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $110,852,621 | 248,020 | 0.01 | 0.00 | 813 | 0.33 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 3 | $89,690,244 | 726,002 | 0.00 | 0.00 | 651,802 | 878.44 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $88,923,921 | 332,413 | 0.00 | 0.00 | -8,118 | -2.38 | 06-30-2024 |
