Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLLECTIVE FAMILY OFFICE LLC | 04-09-2024 | 03-31-2024 | 176 | 308,118,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 101 | $758,825 | 3,037 | 0.00 | 0.00 | 91 | 3.09 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 102 | $743,914 | 3,714 | 0.00 | 0.00 | 327 | 9.65 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 103 | $742,024 | 5,779 | 0.00 | 0.00 | 670 | 13.11 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 104 | $724,135 | 1,722 | 0.00 | 0.00 | 430 | 33.28 | 03-31-2024 |
