Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 16 | 195,968,130 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-3 MNTH TREASRY | 1 | $83,863,030 | 832,718 | 0.04 | 0.05 | -119,176 | -12.52 | 06-30-2024 |
| ISHARES TR | MSCI ACWI ETF | 2 | $38,334,694 | 341,056 | 0.02 | 341,056 | +Inf | 06-30-2024 | |
| NEOS ETF TRUST | NEOS S&P 500 HI | 3 | $32,185,417 | 641,783 | 0.02 | 641,783 | +Inf | 06-30-2024 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $19,740,652 | 48,527 | 0.01 | 0.01 | 2,304 | 4.98 | 06-30-2024 |
