Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONTEREY PRIVATE WEALTH INC | 04-08-2024 | 03-31-2024 | 112 | 249,107,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $40,508,857 | 155,863 | 0.02 | 0.02 | 9,082 | 6.19 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $25,663,552 | 511,532 | 0.01 | 0.01 | 40,154 | 8.52 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $19,053,341 | 45,309 | 0.01 | 0.01 | -1,672 | -3.56 | 03-31-2024 |
| APPLE INC | COM | 4 | $13,436,460 | 78,356 | 0.01 | 0.01 | 10 | 0.01 | 03-31-2024 |
