Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOHNSON BIXBY & ASSOCIATES LLC | 04-22-2024 | 03-31-2024 | 115 | 575,289,784 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 101 | $587,994 | 3,624 | 0.00 | 0.00 | -89 | -2.40 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 102 | $540,534 | 9,232 | 0.00 | 0.00 | 61 | 0.67 | 03-31-2024 |
| TESLA INC | COM | 103 | $522,975 | 2,975 | 0.00 | 0.00 | 50 | 1.71 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 104 | $488,070 | 10,191 | 0.00 | 0.00 | -7,482 | -42.34 | 03-31-2024 |
