Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 04-17-2024 | 03-31-2024 | 400 | 3,252,918,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 351 | $249,006 | 4,246 | 0.00 | 0.00 | 15 | 0.35 | 03-31-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 352 | $248,093 | 1,980 | 0.00 | 0.00 | -168 | -7.82 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 353 | $246,305 | 2,136 | 0.00 | 0.00 | 5 | 0.23 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 354 | $243,487 | 2,626 | 0.00 | 0.00 | 53 | 2.06 | 03-31-2024 |
