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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | Liquidated | $0 | 0 | 0.00 | 0.01 | 5,814 | 74.52 | 12-31-2023 |
| KEYSIGHT TECHNOLOGIES INC | COM | 452 | $1,028,437 | 6,465 | 0.00 | 0.00 | -1,758 | -21.38 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 453 | $1,026,400 | 9,754 | 0.00 | 0.00 | 2,913 | 42.58 | 12-31-2023 |
| ILLUMINA INC | COM | 454 | $1,025,642 | 7,366 | 0.00 | 0.00 | 1,926 | 35.40 | 12-31-2023 |
