Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OBERMEYER WOOD INVESTMENT COUNSEL LLLP | 01-31-2024 | 12-31-2023 | 218 | 1,464,280,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 51 | $8,517,031 | 110,082 | 0.00 | 0.00 | -7,126 | -6.08 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 52 | $7,023,438 | 146,627 | 0.00 | 0.00 | 2,187 | 1.51 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 53 | $6,194,896 | 13,033 | 0.00 | 0.00 | -642 | -4.69 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 54 | $4,849,059 | 34,713 | 0.00 | 0.00 | 1,303 | 3.90 | 12-31-2023 |
