Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTSIDE INVESTMENT MANAGEMENT INC | 04-19-2024 | 03-31-2024 | 1138 | 417,167,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $15,621,706 | 91,401 | 0.00 | 0.00 | -3,688 | -3.88 | 03-31-2024 |
| VANGUARD HIGH DIVIDEND YIELD ETF | ETF | 2 | $15,004,656 | 124,035 | 0.00 | 0.00 | 8,280 | 7.15 | 03-31-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 3 | $14,270,840 | 54,908 | 0.00 | 0.00 | 1,342 | 2.51 | 03-31-2024 |
| INVESCO QQQ TR | ETF | 4 | $14,014,903 | 31,561 | 0.00 | 0.00 | -1,392 | -4.22 | 03-31-2024 |
