Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSTANT GUIDANCE FINANCIAL LLC | 05-01-2024 | 03-31-2024 | 45 | 108,577,433 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | COM | 1 | $31,760,855 | 76,141 | 0.03 | 0.03 | -6,267 | -7.60 | 03-31-2024 |
| SPDR S&P 500 ETF | S&P 500 ETF SHS | 2 | $10,031,419 | 19,465 | 0.01 | 0.01 | 1,896 | 10.79 | 03-31-2024 |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | BLOOMBERG 1-3 MO | 3 | $7,452,313 | 81,459 | 0.01 | 0.01 | 2,536 | 3.21 | 03-31-2024 |
| BANK OF AMERICA CORP | COM | 4 | $4,057,792 | 109,596 | 0.00 | 0.00 | 92,531 | 542.23 | 03-31-2024 |
