Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | 01-23-2024 | 12-31-2023 | 791 | 241,446,998 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $18,475,712 | 95,963 | 0.01 | 0.01 | -467 | -0.48 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $11,818,720 | 31,429 | 0.00 | 0.00 | -592 | -1.85 | 12-31-2023 |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $9,085,464 | 163,202 | 0.00 | 0.00 | 7,139 | 4.57 | 12-31-2023 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $7,160,663 | 20,077 | 0.00 | 0.00 | -285 | -1.40 | 12-31-2023 |