Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JMG FINANCIAL GROUP LTD | 07-30-2024 | 06-30-2024 | 117 | 2,678,093,103 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond | COM | 51 | $1,638,445 | 16,879 | 0.00 | 0.00 | 334 | 2.02 | 06-30-2024 |
| Berkshire Hathaway Cl B | COM | 52 | $1,599,538 | 3,932 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Dimensional US Real Estate ETF | COM | 53 | $1,485,960 | 67,238 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Dimensional International Valu | COM | 54 | $1,485,947 | 41,345 | 0.00 | 0.00 | 5,004 | 13.77 | 06-30-2024 |
