Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PERSONAL CAPITAL ADVISORS CORP | 11-04-2022 | 09-30-2022 | 453 | 18,500,959,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TEXAS INSTRS INC | COM | 251 | $1,117,000 | 7,220 | 0.01 | 0.01 | -1,245 | -14.71 | 09-30-2022 |
CATERPILLAR INC | COM | 252 | $1,059,000 | 6,455 | 0.01 | 0.01 | 1,519 | 30.77 | 09-30-2022 |
ISHARES TR | CORE S&P MCP ETF | 253 | $1,049,000 | 4,783 | 0.01 | 0.01 | 5 | 0.10 | 09-30-2022 |
DANAHER CORPORATION | COM | 254 | $1,027,000 | 3,976 | 0.01 | 0.00 | 337 | 9.26 | 09-30-2022 |