Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MANAGEMENT INC | 07-28-2023 | 06-30-2023 | 1462 | 19,257,842,068 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 351 | $13,684,412 | 192,657 | 0.00 | 0.02 | 40,073 | 26.26 | 06-30-2023 |
| GENERAL ELECTRIC CO | COM NEW | 352 | $13,623,255 | 124,017 | 0.00 | 0.04 | -108,021 | -46.55 | 06-30-2023 |
| COUPANG INC | CL A | 353 | $13,408,562 | 770,607 | 0.00 | 0.03 | -3,160 | -0.41 | 06-30-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 354 | $13,396,964 | 305,867 | 0.00 | 0.03 | -5,741 | -1.84 | 06-30-2023 |
