Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 02-14-2024 | 12-31-2023 | 146 | 160,416,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $7,560,396 | 39,269 | 0.00 | 0.01 | 639 | 1.65 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $6,645,856 | 17,673 | 0.00 | 0.00 | -411 | -2.27 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $5,457,673 | 32,029 | 0.00 | 0.00 | -1,421 | -4.25 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $4,871,221 | 43,637 | 0.00 | 0.00 | -11,369 | -20.67 | 12-31-2023 |
