Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOLUTION ADVISERS INC | 07-26-2024 | 06-30-2024 | 185 | 169,388,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $371,000 | 912 | 0.21 | 0.22 | 7 | 0.77 | 06-30-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 52 | $351,000 | 5,831 | 0.20 | 0.21 | 0 | 0.00 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 53 | $344,000 | 4,454 | 0.20 | 0.20 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 54 | $316,000 | 2,808 | 0.18 | 0.14 | 667 | 31.15 | 06-30-2024 |
