Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DOWLING & YAHNKE LLC 08-10-2022 06-30-2022 374 2,126,267,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SELECT SECTOR SPDR TR SBI HEALTHCARE 551 $545,000 4,247 0.03 4,247 +Inf 06-30-2022
ISHARES TR MSCI USA MMENTM 552 $542,000 3,976 0.03 3,976 +Inf 06-30-2022
ISHARES TR U.S. ENERGY ETF 553 $515,000 13,510 0.02 13,510 +Inf 06-30-2022
ISHARES TR GLOBAL ENERG ETF 554 $512,000 15,100 0.02 15,100 +Inf 06-30-2022
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