Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON FINANCIAL PLANNING INC | 04-22-2024 | 03-31-2024 | 36 | 143,222,161 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $30,154,136 | 57,357 | 0.02 | 0.02 | -407 | -0.70 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $20,242,450 | 48,137 | 0.01 | 0.01 | -356 | -0.73 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $19,414,589 | 43,726 | 0.01 | 0.01 | 1,002 | 2.35 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $14,131,309 | 232,652 | 0.01 | 0.01 | 185,442 | 392.80 | 03-31-2024 |
