Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GARDE CAPITAL INC | 02-21-2024 | 12-31-2023 | 283 | 1,310,666,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares S&P 500 Value | Equities | 51 | $3,250,000 | 18,692 | 0.25 | 0.24 | 595 | 3.29 | 12-31-2023 |
| Berkshire Hathaway Inc B | Equities | 52 | $3,073,000 | 8,616 | 0.23 | 0.25 | 225 | 2.68 | 12-31-2023 |
| DFA US Sustainability Core 2 | Equities | 53 | $3,019,000 | 80,688 | 0.23 | 0.23 | -906 | -1.11 | 12-31-2023 |
| DFA US Core Equity 1 I | Equities | 54 | $2,658,000 | 73,710 | 0.20 | 0.20 | 0 | 0.00 | 12-31-2023 |
