Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BAILARD INC 01-19-2024 12-31-2023 703 3,375,555,289
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS LARGE CAP ETF 751 $370,855 1,700 0.00 0.00 0 0.00 12-31-2023
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 752 $370,678 2,714 0.00 0.00 0 0.00 12-31-2023
INTUITIVE SURGICAL INC COM NEW 753 $369,747 1,096 0.00 0.00 0 0.00 12-31-2023
SELECT SECTOR SPDR TR SBI CONS STPLS 754 $369,442 5,129 0.00 0.00 255 5.23 12-31-2023
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