Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GATEWAY ADVISORY LLC | 02-07-2024 | 12-31-2023 | 128 | 520,893,043 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHORT TREAS BD | 1 | $67,367,473 | 611,709 | 0.01 | 0.04 | -937,028 | -60.50 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 2033 | 2 | $37,933,922 | 1,467,463 | 0.01 | 1,467,463 | +Inf | 12-31-2023 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $36,983,987 | 103,695 | 0.01 | 0.00 | 44,526 | 75.25 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 2031 | 4 | $29,249,016 | 1,408,234 | 0.01 | 1,408,234 | +Inf | 12-31-2023 |
