Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE OCEAN LLC | 04-17-2024 | 03-31-2024 | 476 | 943,599,353 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 306 | 47.66 | 03-31-2024 |
| iShares Core 10plus Year USD Bond ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 1.08 | 03-31-2024 |
| Bank Marin Corte Madera Ca | COM | 303 | $53,742 | 3,205 | 0.00 | 0.00 | 116 | 3.76 | 03-31-2024 |
| Wisdomtree Tr US Smallcap Divd | ETF | 304 | $53,138 | 1,626 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
