Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GAME PLAN FINANCIAL ADVISORS LLC | 08-01-2024 | 06-30-2024 | 390 | 202,938,840 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US LARGE CAP VALUE ETF | UIE | 51 | $4,911,948 | 66,306 | 0.00 | 0.00 | 1,988 | 3.09 | 06-30-2024 |
| COSTCO WHOLESALE CO | COM | 52 | $4,910,157 | 5,776 | 0.00 | 0.00 | 252 | 4.56 | 06-30-2024 |
| BERKSHIRE HATHAWAY CLASS B | COM | 53 | $4,839,699 | 11,897 | 0.00 | 0.00 | 2,925 | 32.60 | 06-30-2024 |
| SELECT STR FINANCIAL SELECT SPDR ETF | UIE | 54 | $4,574,761 | 111,281 | 0.00 | 0.00 | 1,454 | 1.32 | 06-30-2024 |
