Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WIMMER ASSOCIATES 1 LLC | 11-14-2023 | 09-30-2023 | 105 | 160,242,275 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE | COM | 1 | $10,706,825 | 62,536 | 0.01 | 0.01 | 146 | 0.23 | 09-30-2023 |
| MICROSOFT | COM | 2 | $8,662,835 | 27,436 | 0.01 | 0.01 | 606 | 2.26 | 09-30-2023 |
| VANGUARD DIVIDEND APPRECIATION INDEX ETF | DIV APP ETF | 3 | $8,088,982 | 52,059 | 0.01 | 0.01 | -469 | -0.89 | 09-30-2023 |
| ADOBE | COM | 4 | $6,150,924 | 12,063 | 0.00 | 0.00 | 252 | 2.13 | 09-30-2023 |
