Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST OAK CAPITAL LLC | 07-18-2023 | 06-30-2023 | 327 | 205,861,156 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vgd Short Term Corp Bond ETF | COM | 401 | $1,892 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Organon & Co | COM | 402 | $1,498 | 72 | 0.00 | 0.00 | -30 | -29.41 | 06-30-2023 |
| Zoominfo Technologies In | COM | 403 | $1,270 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Ishares Global | COM | 404 | $1,174 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
