Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FORTE CAPITAL LLC /ADV 11-10-2023 09-30-2023 208 649,198,435
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $46,379,551 270,893 0.01 0.01 4,876 1.83 09-30-2023
SCHWAB STRATEGIC TR US LCAP GR ETF 2 $35,391,952 486,688 0.01 0.01 -5,690 -1.16 09-30-2023
VANGUARD INDEX FDS VALUE ETF 3 $29,129,235 211,189 0.00 0.00 -11,329 -5.09 09-30-2023
THE TRADE DESK INC COM CL A 4 $21,187,403 271,112 0.00 0.00 -8,295 -2.97 09-30-2023
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