Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KCM INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 365 | 2,511,005,582 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 451 | $234,450 | 3,005 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PNC FINL SVCS GROUP INC | COM | 452 | $233,826 | 1,510 | 0.00 | 1,510 | +Inf | 12-31-2023 | |
ISHARES TR | US TRSPRTION | 453 | $232,306 | 885 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES GOLD TR | ISHARES NEW | 454 | $231,019 | 5,919 | 0.00 | 0.00 | 42 | 0.71 | 12-31-2023 |