Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KATHLEEN S WRIGHT ASSOCIATES INC | 04-17-2024 | 03-31-2024 | 267 | 212,231,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $23,117,064 | 55,232 | 0.01 | 0.01 | 5,355 | 10.74 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $14,601,497 | 30,375 | 0.01 | 0.01 | 7,789 | 34.49 | 03-31-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 3 | $14,403,512 | 143,038 | 0.01 | 0.01 | 59,842 | 71.93 | 03-31-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 4 | $11,951,200 | 132,939 | 0.01 | 0.01 | 30,265 | 29.48 | 03-31-2024 |
