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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM NEW | 301 | $770,967 | 8,268 | 0.00 | 0.00 | 2,127 | 34.64 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 302 | $770,811 | 4,665 | 0.00 | 0.00 | -461 | -8.99 | 12-31-2023 |
| ISHARES TR | ESG AWRE USD ETF | 303 | $770,716 | 33,121 | 0.00 | 0.00 | -2,503 | -7.03 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 304 | $766,461 | 2,469 | 0.00 | 0.00 | -116 | -4.49 | 12-31-2023 |
