Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MATTHEW GOFF INVESTMENT ADVISOR LLC | 01-09-2024 | 12-31-2023 | 91 | 450,785,592 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $49,919,051 | 132,749 | 0.01 | 0.01 | -1,394 | -1.04 | 12-31-2023 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $33,978,956 | 95,308 | 0.01 | 0.01 | -763 | -0.79 | 12-31-2023 |
SSGA ACTIVE ETF TR | BLACKSTONE SENR | 3 | $18,910,051 | 451,027 | 0.00 | 0.00 | -18,695 | -3.98 | 12-31-2023 |
VISA INC | COM CL A | 4 | $17,518,226 | 67,287 | 0.00 | 0.00 | -309 | -0.46 | 12-31-2023 |