Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | 04-20-2023 | 03-31-2023 | 918 | 1,574,196,836 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
IMPACT SHS TR I | YWCA WOMENS ETF | 651 | $22,927 | 811 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ISHARES TR | ESG SCRD S&P MID | 652 | $22,369 | 658 | 0.00 | 0.00 | 249 | 60.88 | 03-31-2023 |
ZOOM VIDEO COMMUNICATIONS IN | CL A | 653 | $22,152 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
LOEWS CORP | COM | 654 | $21,758 | 375 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |