Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KCM INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 365 | 2,511,005,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHARES SEMICDTR | 401 | $273,071 | 474 | 0.00 | 0.00 | -114 | -19.39 | 12-31-2023 |
| ISHARES TR | S&P MC 400VL ETF | 402 | $272,556 | 2,390 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AON PLC | SHS CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,500 | -64.49 | 12-31-2023 |
| BAXTER INTL INC | COM | 404 | $266,831 | 6,902 | 0.00 | 0.00 | -1,357 | -16.43 | 12-31-2023 |
