Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOUR CAPITAL ADVISORS LLC | 04-15-2024 | 03-31-2024 | 278 | 403,755,655 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $14,375,435 | 18,817 | 0.00 | 0.00 | -40 | -0.21 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $13,439,722 | 31,890 | 0.00 | 0.00 | -1,765 | -5.24 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $11,715,722 | 159,680 | 0.00 | 0.00 | -2,147 | -1.33 | 03-31-2024 |
| APPLE INC | COM | 4 | $11,506,615 | 68,151 | 0.00 | 0.00 | -3,554 | -4.96 | 03-31-2024 |
