Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IEQ CAPITAL LLC | 02-07-2024 | 12-31-2023 | 1168 | 6,011,423,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 401 | $1,262,747 | 103,589 | 0.00 | 0.00 | -39,994 | -27.85 | 12-31-2023 |
| VEEVA SYS INC | CL A COM | 402 | $1,250,484 | 6,495 | 0.00 | 0.00 | 303 | 4.89 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 403 | $1,245,986 | 5,356 | 0.00 | 0.00 | 350 | 6.99 | 12-31-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | Liquidated | $0 | 0 | 0.00 | 25,267 | +Inf | 12-31-2023 |
