Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KCM INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 365 | 2,511,005,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER DANIELS MIDLAND CO | COM | 301 | $458,053 | 6,342 | 0.00 | 0.00 | 32 | 0.51 | 12-31-2023 |
| ISHARES TR | CORE HIGH DV ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR MORNINGSTAR DIVID L | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 0.06 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 304 | $451,352 | 2,361 | 0.00 | 0.00 | -875 | -27.04 | 12-31-2023 |
