Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYELL WEALTH MANAGEMENT LP | 04-30-2024 | 03-31-2024 | 197 | 983,509,622 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 151 | $3,405,641 | 23,053 | 0.00 | 0.00 | 1,290 | 5.93 | 03-31-2024 |
| CLOUDFLARE INC CL A COM | Stock | 152 | $3,405,608 | 35,171 | 0.00 | 0.00 | 4,498 | 14.66 | 03-31-2024 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 153 | $3,336,448 | 54,930 | 0.00 | 0.00 | 44,340 | 418.70 | 03-31-2024 |
| ISHARES IBONDS DEC 2023 TERM CORPORATE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -94,223 | -42.53 | 12-31-2023 |
