Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL FINANCIAL PRIVATE CLIENT LLC | 05-15-2024 | 03-31-2020 | 537 | 94,468,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 1 | $4,816,050 | 85,817 | 0.01 | 85,817 | +Inf | 03-31-2020 | |
| VANGUARD SHORT-TERM BOND ETF | ETF | 2 | $4,302,936 | 52,571 | 0.00 | 52,571 | +Inf | 03-31-2020 | |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 3 | $3,918,750 | 15 | 0.00 | 15 | +Inf | 03-31-2020 | |
| SPDR S&P 500 ETF TRUST | ETF | 4 | $3,728,691 | 15,148 | 0.00 | 15,148 | +Inf | 03-31-2020 |
