Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GARDE CAPITAL INC | 02-21-2024 | 12-31-2023 | 283 | 1,310,666,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Texas Instruments | Equities | 101 | $903,000 | 5,298 | 0.07 | 0.07 | 355 | 7.18 | 12-31-2023 |
| Anthem Inc | Equities | 102 | $884,000 | 1,874 | 0.07 | 0.07 | 19 | 1.02 | 12-31-2023 |
| Rover Group CL A Ord | Equities | 103 | $876,000 | 80,533 | 0.07 | 0.09 | -79,454 | -49.66 | 12-31-2023 |
| Vanguard Mid-Cap ETF | Equities | 104 | $860,000 | 3,698 | 0.07 | 0.02 | 2,691 | 267.23 | 12-31-2023 |
