Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROADLEAF PARTNERS LLC | 02-13-2024 | 12-31-2023 | 82 | 341,105,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Datadog Inc Class A | COM | 51 | $2,863,840 | 23,594 | 0.00 | 23,594 | +Inf | 12-31-2023 | |
| Netflix Inc | COM | 52 | $2,737,726 | 5,623 | 0.00 | 5,623 | +Inf | 12-31-2023 | |
| Schwab US Small Cap ETF | ETF | 53 | $2,693,483 | 57,017 | 0.00 | 0.00 | 271 | 0.48 | 12-31-2023 |
| SLB | COM | 54 | $2,637,856 | 50,689 | 0.00 | 0.00 | -91,136 | -64.26 | 12-31-2023 |
