Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANHAM O'DELL & COMPANY INC | 05-15-2024 | 03-31-2024 | 28 | 197,619,923 |
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 | $98,759,963 | 234,852 | 0.05 | 0.06 | 7,007 | 3.08 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $24,062,076 | 147,747 | 0.01 | 0.01 | 97,106 | 191.75 | 03-31-2024 |
| SPDR SER TR | SPDR S&P 500 ETF | 3 | $19,895,491 | 38,036 | 0.01 | 38,036 | +Inf | 03-31-2024 | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 4 | $17,171,680 | 481,539 | 0.01 | 481,539 | +Inf | 03-31-2024 |
