Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | 02-06-2024 | 12-31-2023 | 498 | 3,010,836,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 201 | $1,682,159 | 7,231 | 0.00 | 0.00 | 2,208 | 43.96 | 12-31-2023 |
| SALESFORCE INC | COM | 202 | $1,651,993 | 6,278 | 0.00 | 0.00 | 2,693 | 75.12 | 12-31-2023 |
| AMGEN INC | COM | 203 | $1,623,857 | 5,638 | 0.00 | 0.00 | 760 | 15.58 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 204 | $1,617,260 | 21,243 | 0.00 | 0.00 | 1,658 | 8.47 | 12-31-2023 |
