Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYELL WEALTH MANAGEMENT LP | 04-30-2024 | 03-31-2024 | 197 | 983,509,622 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 351 | $318,289 | 1,743 | 0.00 | 1,743 | +Inf | 03-31-2024 | |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 352 | $315,367 | 3,220 | 0.00 | 0.00 | 200 | 6.62 | 03-31-2024 |
| AXON ENTERPRISE INC COM | Stock | 353 | $314,444 | 1,005 | 0.00 | 0.00 | 5 | 0.50 | 03-31-2024 |
| COMCAST CORP NEW CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
