Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORT POINT CAPITAL PARTNERS LLC | 02-09-2024 | 12-31-2023 | 301 | 703,843,579 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 51 | $3,035,492 | 60,408 | 0.00 | 0.00 | 364 | 0.61 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 52 | $2,946,431 | 63,555 | 0.00 | 0.00 | 6,525 | 11.44 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $2,895,507 | 12,206 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $2,753,988 | 11,838 | 0.00 | 0.00 | -2,888 | -19.61 | 12-31-2023 |
