Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 51 | $22,771,390 | 583,433 | 0.00 | 0.00 | 379,996 | 186.79 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 52 | $22,653,633 | 104,423 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 53 | $21,674,440 | 155,161 | 0.00 | 0.00 | -1,191 | -0.76 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 54 | $21,188,483 | 357,189 | 0.00 | 0.00 | 128,656 | 56.30 | 12-31-2023 |
