Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE OCEAN LLC | 04-17-2024 | 03-31-2024 | 476 | 943,599,353 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 Etf | ETF | 151 | $186,483 | 612 | 0.00 | 612 | +Inf | 03-31-2024 | |
| iShares Russell 3000 Index | ETF | 152 | $184,142 | 614 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Vanguard High Dividend | ETF | 153 | $181,844 | 1,503 | 0.00 | 0.00 | 18 | 1.21 | 03-31-2024 |
| Comcast Corp A | COM | 154 | $178,515 | 4,118 | 0.00 | 0.00 | 54 | 1.33 | 03-31-2024 |
