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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | ETF | 251 | $727,356 | 9,800 | 0.00 | 0.00 | 3,085 | 45.94 | 03-31-2024 |
| SPDR S&P HOMEBUILDERS ETF | ETF | 252 | $713,618 | 6,395 | 0.00 | 0.00 | 150 | 2.40 | 03-31-2024 |
| VANECK MERK GOLD TRUST | ETF | 253 | $681,238 | 31,715 | 0.00 | 0.00 | 2,820 | 9.76 | 03-31-2024 |
| FINANCIAL SELECT SECTOR SPDR FUND | ETF | 254 | $673,639 | 15,993 | 0.00 | 0.00 | 73 | 0.46 | 03-31-2024 |
