Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DOWLING & YAHNKE LLC | 08-10-2022 | 06-30-2022 | 374 | 2,126,267,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ELEVANCE HEALTH INC | COM | 201 | $5,733,000 | 11,880 | 0.27 | 11,880 | +Inf | 06-30-2022 | |
MONDELEZ INTL INC | CL A | 202 | $5,724,000 | 92,185 | 0.27 | 92,185 | +Inf | 06-30-2022 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 203 | $5,661,000 | 62,129 | 0.27 | 62,129 | +Inf | 06-30-2022 | |
US BANCORP DEL | COM NEW | 204 | $5,296,000 | 115,090 | 0.25 | 115,090 | +Inf | 06-30-2022 |