Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 962 | 690,690,521 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Visa Inc | Equity | 51 | $6,421,793 | 24,666 | 0.00 | 0.00 | 121 | 0.49 | 12-31-2023 |
| Vanguard Financials ETF | ExchTradedFund | 52 | $6,259,471 | 67,846 | 0.00 | 0.00 | 26,704 | 64.91 | 12-31-2023 |
| iShares 0-5 Year Tips Bond ETF | ExchTradedFund | 53 | $6,130,892 | 62,185 | 0.00 | 62,185 | +Inf | 12-31-2023 | |
| SPDR Developed World Ex-US ETF | ExchTradedFund | 54 | $5,873,569 | 172,701 | 0.00 | 0.00 | -27,871 | -13.90 | 12-31-2023 |
