PANORAMIC INVESTMENT ADVISORS, LLC

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Lindsay Rider - CCO DELEGATE
Location
Denver, CO
Holdings as of
30 Sep 2023
Value $
$108,788,650
Num holdings
99
Filing time
15 Nov 2023, 18:32:47 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPLG, SCHD, GOOG, AGG, and SCHV.
Previous filing
Q4 2022 - 01 Mar 2023
Next filing
Q4 2023 - 23 Jan 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
LINDSAY RIDER CCO DELEGATE Thornton, Colorado 14 Nov 2023