Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LIBERTY CAPITAL MANAGEMENT INC | 04-11-2024 | 03-31-2024 | 154 | 405,746,821 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $27,863,561 | 107,209 | 0.01 | 0.01 | -3,283 | -2.97 | 03-31-2024 |
APPLE INC | COM | 2 | $16,117,712 | 93,992 | 0.00 | 0.00 | -2,404 | -2.49 | 03-31-2024 |
INTUIT | COM | 3 | $13,552,500 | 20,850 | 0.00 | 0.00 | -723 | -3.35 | 03-31-2024 |
COSTCO WHSL CORP NEW | COM | 4 | $11,944,800 | 16,304 | 0.00 | 0.00 | -481 | -2.87 | 03-31-2024 |