Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WETHERBY ASSET MANAGEMENT INC | 08-14-2023 | 06-30-2023 | 1193 | 1,856,957,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 101 | $3,525,139 | 48,496 | 0.00 | 48,496 | +Inf | 06-30-2023 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 102 | $3,494,432 | 11,915 | 0.00 | 0.00 | 90 | 0.76 | 06-30-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 103 | $3,479,174 | 18,578 | 0.00 | 0.00 | 2,975 | 19.07 | 06-30-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 104 | $3,478,803 | 7,264 | 0.00 | 0.00 | -130 | -1.76 | 06-30-2023 |
