Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS INC | 05-13-2024 | 03-31-2024 | 519 | 424,677,079 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $112,643,112 | 215,350 | 0.03 | 0.03 | 1,020 | 0.48 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $40,342,325 | 555,450 | 0.01 | 0.01 | 66,125 | 13.51 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $36,735,117 | 494,949 | 0.01 | 0.01 | 19,218 | 4.04 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $23,206,330 | 89,289 | 0.01 | 0.01 | -3,349 | -3.62 | 03-31-2024 |
