Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUTTONWOOD FINANCIAL ADVISORS INC | 04-24-2024 | 03-31-2024 | 103 | 212,680,792 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 1 | $17,514,961 | 194,827 | 0.01 | 0.01 | 9,229 | 4.97 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $12,577,018 | 29,894 | 0.01 | 0.01 | -1,351 | -4.32 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 3 | $11,954,169 | 171,337 | 0.01 | 0.01 | 25,510 | 17.49 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $9,840,799 | 23,402 | 0.00 | 0.00 | 539 | 2.36 | 03-31-2024 |
