Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIGSUR WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 118 | 210,088,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $26,057,906 | 54,604 | 0.01 | 0.01 | -6,600 | -10.78 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 2 | $16,821,376 | 31 | 0.01 | 0.01 | 2 | 6.90 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 3 | $11,019,954 | 170,905 | 0.01 | 0.00 | 600 | 0.35 | 12-31-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 4 | $9,991,510 | 36,500 | 0.00 | 0.00 | -3,000 | -7.59 | 12-31-2023 |
