Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GAMBLE JONES INVESTMENT COUNSEL | 11-03-2022 | 09-30-2022 | 220 | 1,228,452,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DIAGEO PLC | SPON ADR NEW | 51 | $5,389,000 | 31,733 | 0.44 | 0.42 | -626 | -1.93 | 09-30-2022 |
VANGUARD INDEX FDS | TOTAL STK MKT | 52 | $5,047,000 | 28,122 | 0.41 | 0.39 | -48 | -0.17 | 09-30-2022 |
BRISTOL-MYERS SQUIBB CO | COM | 53 | $4,843,000 | 68,128 | 0.39 | 0.40 | -3,000 | -4.22 | 09-30-2022 |
ETSY INC | COM | 54 | $4,807,000 | 48,011 | 0.39 | 0.28 | -3,543 | -6.87 | 09-30-2022 |