Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUTCHINSON CAPITAL MANAGEMENT/CA | 02-07-2024 | 12-31-2023 | 83 | 458,863,481 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 51 | $1,282,975 | 25,804 | 0.00 | 0.00 | 1,829 | 7.63 | 12-31-2023 |
| UNION PAC CORP | COM | 52 | $1,263,961 | 5,146 | 0.00 | 0.00 | -31 | -0.60 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 53 | $1,150,189 | 50,580 | 0.00 | 0.00 | -3,703 | -6.82 | 12-31-2023 |
| PFIZER INC | COM | 54 | $1,031,245 | 35,820 | 0.00 | 0.00 | -1,306 | -3.52 | 12-31-2023 |
