Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MENDOTA FINANCIAL GROUP LLC | 04-25-2024 | 03-31-2024 | 328 | 170,958,343 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1 | $22,893,927 | 135,171 | 0.01 | 0.02 | 10,670 | 8.57 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $18,094,556 | 43,029 | 0.01 | 0.01 | -6,532 | -13.18 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 3 | $11,519,473 | 381,187 | 0.01 | 0.00 | 301,426 | 377.91 | 03-31-2024 |
| ISHARES TR | ISHS 5-10YR INVT | 4 | $10,944,043 | 212,094 | 0.01 | 0.00 | 138,328 | 187.52 | 03-31-2024 |
