Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 07-16-2024 | 06-30-2024 | 223 | 160,390,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE Sandamp;P MCP ETF | 551 | $390,739 | 6,677 | 0.00 | 0.00 | -1,284 | -16.13 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 552 | $325,440 | 800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 553 | $324,347 | 4,760 | 0.00 | 0.00 | 4,211 | 767.03 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 554 | $314,040 | 15,702 | 0.00 | 0.00 | -79 | -0.50 | 06-30-2024 |
