Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAN LEEUWEN & COMPANY LLC | 02-07-2024 | 12-31-2023 | 84 | 171,786,627 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | Liquidated | $0 | 0 | 5.70 | 6.06 | -504 | -0.38 | 12-31-2023 |
| APPLE INC | COM | 2 | $8,571,763 | 44,522 | 0.00 | 4.84 | -848 | -1.87 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 3 | $7,988,758 | 56,686 | 0.00 | 4.90 | -3,019 | -5.06 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $7,971,011 | 21,197 | 0.00 | 4.33 | -841 | -3.82 | 12-31-2023 |
