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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | GOLD MINERS ETF | 701 | $247,000 | 9,025 | 0.01 | 9,025 | +Inf | 06-30-2022 | |
| ISHARES TR | US CONSUM DISCRE | 702 | $246,000 | 4,340 | 0.01 | 4,340 | +Inf | 06-30-2022 | |
| AMERICAN WTR WKS CO INC NEW | COM | 703 | $246,000 | 1,655 | 0.01 | 1,655 | +Inf | 06-30-2022 | |
| DUKE ENERGY CORP NEW | COM NEW | 704 | $240,000 | 2,241 | 0.01 | 2,241 | +Inf | 06-30-2022 |
