Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WETHERBY ASSET MANAGEMENT INC | 08-14-2023 | 06-30-2023 | 1193 | 1,856,957,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $159,739,815 | 823,528 | 0.01 | 0.01 | 5,575 | 0.68 | 06-30-2023 |
| MICROSOFT CORP | COM | 2 | $85,619,176 | 251,422 | 0.00 | 0.00 | 5,403 | 2.20 | 06-30-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $75,282,902 | 341,760 | 0.00 | 0.00 | -1,240 | -0.36 | 06-30-2023 |
| AMAZON COM INC | COM | 4 | $42,987,140 | 329,757 | 0.00 | 0.00 | 38,102 | 13.06 | 06-30-2023 |
