Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 201 | 1,623,074,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1 | $115,651,054 | 1,971,885 | 0.01 | 0.01 | 44,421 | 2.30 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $58,351,743 | 138,695 | 0.00 | 0.00 | -960 | -0.69 | 03-31-2024 |
| APPLE INC | COM | 3 | $48,666,038 | 283,800 | 0.00 | 0.00 | -3,862 | -1.34 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4 | $46,624,890 | 1,116,229 | 0.00 | 0.00 | 89,932 | 8.76 | 03-31-2024 |
