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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $1,082,162 | 4,026 | 0.00 | 0.00 | -18 | -0.45 | 09-30-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 102 | $1,032,724 | 23,621 | 0.00 | 0.00 | -1,106 | -4.47 | 09-30-2023 |
| CHEVRON CORP NEW | COM | 103 | $1,027,645 | 6,094 | 0.00 | 0.00 | 14 | 0.23 | 09-30-2023 |
| RTX CORPORATION | COM | 104 | $946,142 | 13,146 | 0.00 | 0.00 | -363 | -2.69 | 09-30-2023 |
