Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS INC | 08-05-2024 | 06-30-2024 | 543 | 547,853,011 |
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 | $148,054,059 | 272,048 | 0.03 | 0.03 | 56,698 | 26.33 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $66,832,075 | 927,579 | 0.01 | 0.01 | 372,129 | 67.00 | 06-30-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $46,245,248 | 636,636 | 0.01 | 0.01 | 141,687 | 28.63 | 06-30-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 4 | $29,625,024 | 322,783 | 0.01 | 0.00 | 154,844 | 92.20 | 06-30-2024 |
