Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KCM INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 365 | 2,511,005,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 101 | $5,040,539 | 66,210 | 0.00 | 0.00 | -29,020 | -30.47 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 102 | $4,890,553 | 112,998 | 0.00 | 0.00 | -4,000 | -3.42 | 12-31-2023 |
| 3M CO | COM | 103 | $4,884,344 | 44,679 | 0.00 | 0.00 | -14,507 | -24.51 | 12-31-2023 |
| DEERE & CO | COM | 104 | $4,803,428 | 12,012 | 0.00 | 0.00 | -768 | -6.01 | 12-31-2023 |
