Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAYBILL WEALTH MANAGEMENT LTD | 04-15-2024 | 03-31-2024 | 57 | 237,328,230 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | Stock | 1 | $10,823,272 | 63,117 | 0.00 | 0.01 | -535 | -0.84 | 03-31-2024 |
| ALPHABET INC | Stock | 2 | $9,562,324 | 63,356 | 0.00 | 0.00 | 106 | 0.17 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC | Stock | 3 | $8,244,861 | 19,606 | 0.00 | 0.00 | -4,456 | -18.52 | 03-31-2024 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 4 | $8,084,236 | 98,853 | 0.00 | 0.00 | 3,291 | 3.44 | 03-31-2024 |
