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 |
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 |