Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASCADE INVESTMENT GROUP INC | 05-15-2024 | 03-31-2024 | 142 | 133,646,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $17,866,247 | 68,743 | 0.01 | 0.01 | 3,964 | 6.12 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 2 | $5,908,154 | 92,099 | 0.00 | 0.00 | 686 | 0.75 | 03-31-2024 |
| APPLE INC | COM | 3 | $5,510,128 | 32,133 | 0.00 | 0.01 | -2,392 | -6.93 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $4,181,537 | 9,939 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
