Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COUNTRY CLUB BANK /GFN | 04-24-2024 | 03-31-2024 | 539 | 1,417,393,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 1 | $63,120,049 | 1,046,767 | 0.00 | 0.00 | 3,919 | 0.38 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $57,686,884 | 221,958 | 0.00 | 0.00 | 4,526 | 2.08 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $50,533,692 | 96,121 | 0.00 | 0.00 | 11,067 | 13.01 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $39,863,640 | 94,751 | 0.00 | 0.00 | -3,447 | -3.51 | 03-31-2024 |
