Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC 07-22-2024 06-30-2024 218 1,669,474,355
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 $116,959,747 1,994,539 0.01 0.01 22,654 1.15 06-30-2024
MICROSOFT CORP COM 2 $63,251,060 141,517 0.00 0.00 2,822 2.03 06-30-2024
APPLE INC COM 3 $60,350,149 286,536 0.00 0.00 2,736 0.96 06-30-2024
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 4 $49,554,670 1,132,419 0.00 0.00 16,190 1.45 06-30-2024
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