GREENLEAF TRUST

PrivateCIK: 1162170

Location

KALAMAZOO, MI

804

Positions

$10.18B

Total AUM (reported)

57.09M

Total Shares

Allocation by class

COM$10.18B100.0%

Portfolio Concentration

Top 3$6.64B65.2%

4–10$878.23M8.6%

11–25$966.01M9.5%

Rest$1.69B16.6%

Top 3 weight

65.2%

Top 10 weight

73.9%

Voting Authority Distribution

Total shares with voting rights: 57.09M

Sole

Full voting authority

34M

% of voting shares59.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

23.09M

% of voting shares40.4%

Investment Discretion (by position count)

Sole610

Shared0

Other194

Dominant voting typeSole · 59.6% of voting shares

Institutional Holdings804

Rows:

Stryker Corporation

SOLE

Com

Shares15.94M

TypeSH

Market value$5.24B

51.45%

Sole

3.07M

Shared

0.00

None

12.87M

iShares Core S&P 500 Index

SOLE

Com

Shares1.40M

TypeSH

Market value$912.81M

8.97%

Sole

1.40M

Shared

0.00

None

1.59K

State Street SPDR Portfolio S&

SOLE

Com

Shares6.40M

TypeSH

Market value$489.57M

4.81%

Sole

6.39M

Shared

0.00

None

9.29K

iShares Core MSCI EAFE ETF

SOLE

Com

Shares2.14M

TypeSH

Market value$193.47M

1.90%

Sole

2.14M

Shared

0.00

None

205.00

Apple Inc

SOLE

Com

Shares638.09K

TypeSH

Market value$161.94M

1.59%

Sole

313.07K

Shared

0.00

None

325.02K

Janus Henderson AAA CLO ETF

SOLE

Com

Shares2.25M

TypeSH

Market value$113.32M

1.11%

Sole

2.25M

Shared

0.00

None

2.60K

Microsoft Corporation

SOLE

Com

Shares291.81K

TypeSH

Market value$108.02M

1.06%

Sole

136.81K

Shared

0.00

None

155K

iShares Core S&P Midcap 400 In

SOLE

Com

Shares1.57M

TypeSH

Market value$105.71M

1.04%

Sole

1.57M

Shared

0.00

None

279.00

Nvidia Corp

SOLE

Com

Shares565.98K

TypeSH

Market value$98.71M

0.97%

Sole

39.14K

Shared

0.00

None

526.84K

Amazon.com Inc

SOLE

Com

Shares466.05K

TypeSH

Market value$97.06M

0.95%

Sole

283.57K

Shared

0.00

None

182.48K

iShares 7-10 Year Treasury Bon

SOLE

Com

Shares959.94K

TypeSH

Market value$91.62M

0.90%

Sole

957.82K

Shared

0.00

None

2.12K

Alphabet Inc. Cl C

SOLE

Com

Shares310.76K

TypeSH

Market value$89.14M

0.88%

Sole

279.48K

Shared

0.00

None

31.28K

iShares MSCI Emerging Index Fu

SOLE

Com

Shares1.47M

TypeSH

Market value$83.39M

0.82%

Sole

1.47M

Shared

0.00

None

22.00

Alphabet Inc. Cl A

SOLE

Com

Shares289.37K

TypeSH

Market value$83.21M

0.82%

Sole

91.52K

Shared

0.00

None

197.85K

Visa Inc - Class A

SOLE

Com

Shares234.97K

TypeSH

Market value$71.02M

0.70%

Sole

198.88K

Shared

0.00

None

36.09K

Berkshire Hathaway Cl B

SOLE

Com

Shares140.43K

TypeSH

Market value$67.29M

0.66%

Sole

106.84K

Shared

0.00

None

33.59K

iShares Core S&P Smallcap 600

SOLE

Com

Shares522.70K

TypeSH

Market value$64.98M

0.64%

Sole

522.62K

Shared

0.00

None

88.00

State Street SPDR Portfolio De

SOLE

Com

Shares1.41M

TypeSH

Market value$64.57M

0.63%

Sole

1.41M

Shared

0.00

None

1.94K

iShares Core MSCI Emerging Mar

SOLE

Com

Shares907.40K

TypeSH

Market value$63.29M

0.62%

Sole

907.30K

Shared

0.00

None

105.00

Meta Platforms Inc. Cl A

SOLE

Com

Shares107.21K

TypeSH

Market value$61.34M

0.60%

Sole

63.49K

Shared

0.00

None

43.73K

State Street SPDR S&P 400 Mid

SOLE

Com

Shares901.61K

TypeSH

Market value$53.39M

0.52%

Sole

900.31K

Shared

0.00

None

1.30K

Vanguard S&P 500 ETF

SOLE

Com

Shares78.04K

TypeSH

Market value$46.63M

0.46%

Sole

78.04K

Shared

0.00

None

0.00

iShares Convertible Bond ETF

SOLE

Com

Shares448.32K

TypeSH

Market value$45.63M

0.45%

Sole

448.13K

Shared

0.00

None

187.00

iShares MSCI EAFE ETF

SOLE

Com

Shares425.16K

TypeSH

Market value$41.30M

0.41%

Sole

415.57K

Shared

0.00

None

9.59K

Taiwan Semiconductor Mfg Co AD

SOLE

Com

Shares115.99K

TypeSH

Market value$39.20M

0.39%

Sole

99.13K

Shared

0.00

None

16.86K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Stryker CorporationSOLE	Com	15.94M	SH	$5.24B 51.45%	3.07M	12.87M
iShares Core S&P 500 IndexSOLE	Com	1.40M	SH	$912.81M 8.97%	1.40M	1.59K
State Street SPDR Portfolio S&SOLE	Com	6.40M	SH	$489.57M 4.81%	6.39M	9.29K
iShares Core MSCI EAFE ETFSOLE	Com	2.14M	SH	$193.47M 1.90%	2.14M	205.00
Apple IncSOLE	Com	638.09K	SH	$161.94M 1.59%	313.07K	325.02K
Janus Henderson AAA CLO ETFSOLE	Com	2.25M	SH	$113.32M 1.11%	2.25M	2.60K
Microsoft CorporationSOLE	Com	291.81K	SH	$108.02M 1.06%	136.81K	155K
iShares Core S&P Midcap 400 InSOLE	Com	1.57M	SH	$105.71M 1.04%	1.57M	279.00
Nvidia CorpSOLE	Com	565.98K	SH	$98.71M 0.97%	39.14K	526.84K
Amazon.com IncSOLE	Com	466.05K	SH	$97.06M 0.95%	283.57K	182.48K
iShares 7-10 Year Treasury BonSOLE	Com	959.94K	SH	$91.62M 0.90%	957.82K	2.12K
Alphabet Inc. Cl CSOLE	Com	310.76K	SH	$89.14M 0.88%	279.48K	31.28K
iShares MSCI Emerging Index FuSOLE	Com	1.47M	SH	$83.39M 0.82%	1.47M	22.00
Alphabet Inc. Cl ASOLE	Com	289.37K	SH	$83.21M 0.82%	91.52K	197.85K
Visa Inc - Class ASOLE	Com	234.97K	SH	$71.02M 0.70%	198.88K	36.09K
Berkshire Hathaway Cl BSOLE	Com	140.43K	SH	$67.29M 0.66%	106.84K	33.59K
iShares Core S&P Smallcap 600SOLE	Com	522.70K	SH	$64.98M 0.64%	522.62K	88.00
State Street SPDR Portfolio DeSOLE	Com	1.41M	SH	$64.57M 0.63%	1.41M	1.94K
iShares Core MSCI Emerging MarSOLE	Com	907.40K	SH	$63.29M 0.62%	907.30K	105.00
Meta Platforms Inc. Cl ASOLE	Com	107.21K	SH	$61.34M 0.60%	63.49K	43.73K
State Street SPDR S&P 400 MidSOLE	Com	901.61K	SH	$53.39M 0.52%	900.31K	1.30K
Vanguard S&P 500 ETFSOLE	Com	78.04K	SH	$46.63M 0.46%	78.04K	0.00
iShares Convertible Bond ETFSOLE	Com	448.32K	SH	$45.63M 0.45%	448.13K	187.00
iShares MSCI EAFE ETFSOLE	Com	425.16K	SH	$41.30M 0.41%	415.57K	9.59K
Taiwan Semiconductor Mfg Co ADSOLE	Com	115.99K	SH	$39.20M 0.39%	99.13K	16.86K

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