Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IEQ CAPITAL LLC | 02-07-2024 | 12-31-2023 | 1168 | 6,011,423,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER DANIELS MIDLAND CO | COM | 551 | $698,419 | 9,671 | 0.00 | 0.00 | 1,296 | 15.47 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 552 | $697,139 | 9,678 | 0.00 | 0.00 | -1,619 | -14.33 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 553 | $696,538 | 18,714 | 0.00 | 0.00 | 9,718 | 108.03 | 12-31-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 554 | $693,284 | 5,962 | 0.00 | 0.00 | 642 | 12.07 | 12-31-2023 |
