Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | 02-06-2024 | 12-31-2023 | 498 | 3,010,836,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 51 | $12,272,837 | 57,530 | 0.00 | 0.00 | -8,638 | -13.05 | 12-31-2023 |
| META PLATFORMS INC | CL A | 52 | $12,147,449 | 34,319 | 0.00 | 0.00 | 3,498 | 11.35 | 12-31-2023 |
| ISHARES TR | MICRO-CAP ETF | 53 | $11,881,857 | 102,403 | 0.00 | 0.00 | -14,770 | -12.61 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 54 | $11,783,697 | 83,614 | 0.00 | 0.00 | 8,870 | 11.87 | 12-31-2023 |
