Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LIDO ADVISORS LLC 11-14-2023 09-30-2023 1601 13,139,542,175
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UNION PAC CORP COM 51 $26,895,301 132,079 0.00 0.00 12,849 10.78 09-30-2023
ISHARES TR MSCI ACWI EX US 52 $26,027,011 553,648 0.00 0.00 152,911 38.16 09-30-2023
VANGUARD WHITEHALL FDS HIGH DIV YLD 53 $25,758,770 249,311 0.00 0.00 -22,539 -8.29 09-30-2023
DISNEY WALT CO COM 54 $25,459,848 314,125 0.00 0.00 172,619 121.99 09-30-2023
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