Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOLLOW BROOK WEALTH MANAGEMENT LLC | 02-05-2024 | 12-31-2023 | 83 | 250,682,934 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WORLD GOLD TR | SPDR GLD MINIS | 1 | $46,498,388 | 1,136,602 | 0.02 | 0.02 | -9,265 | -0.81 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $15,481,897 | 43,408 | 0.01 | 0.00 | 18,820 | 76.54 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $11,798,631 | 31,376 | 0.00 | 0.00 | 972 | 3.20 | 12-31-2023 |
| APPLE INC | COM | 4 | $10,280,717 | 53,398 | 0.00 | 0.00 | 118 | 0.22 | 12-31-2023 |
