Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TILIA FIDUCIARY PARTNERS INC | 04-12-2024 | 03-31-2024 | 97 | 123,317,584 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | Stock | 1 | $5,194,754 | 30,294 | 0.00 | 0.01 | -2,602 | -7.91 | 03-31-2024 |
| MICROSOFT | Stock | 2 | $5,111,732 | 12,150 | 0.00 | 0.00 | 622 | 5.40 | 03-31-2024 |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | ETF | 3 | $3,623,444 | 44,443 | 0.00 | 0.00 | 2,814 | 6.76 | 03-31-2024 |
| GOOGLE INC | Stock | 4 | $3,131,798 | 20,750 | 0.00 | 0.00 | 874 | 4.40 | 03-31-2024 |
