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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 351 | $1,109,745 | 41,783 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EMERSON ELEC CO | COM | 352 | $1,107,108 | 10,050 | 0.00 | 0.00 | -212 | -2.07 | 06-30-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 353 | $1,106,284 | 18,346 | 0.00 | 0.00 | -1,124 | -5.77 | 06-30-2024 |
| NETEASE INC | SPONSORED ADS | 354 | $1,105,957 | 11,571 | 0.00 | 0.00 | -1,384 | -10.68 | 06-30-2024 |
