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 |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 151 | $2,385,619 | 47,475 | 0.00 | 0.00 | -2,154 | -4.34 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 152 | $2,383,331 | 44,283 | 0.00 | 0.00 | 75 | 0.17 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 153 | $2,343,966 | 8,457 | 0.00 | 0.00 | 52 | 0.62 | 12-31-2023 |
| PPL CORP | COM | 154 | $2,341,653 | 86,408 | 0.00 | 0.00 | 163 | 0.19 | 12-31-2023 |
