Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NOVAPOINT CAPITAL LLC | 04-16-2024 | 03-31-2024 | 136 | 285,395,679 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $14,641,635 | 56,336 | 0.01 | 0.00 | 9,317 | 19.82 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $13,589,524 | 32,316 | 0.00 | 0.01 | -5,464 | -14.46 | 03-31-2024 |
| ISHARES TR | IBONDS DEC24 ETF | 3 | $11,546,179 | 460,925 | 0.00 | 0.00 | -21,216 | -4.40 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $10,991,521 | 26,126 | 0.00 | 0.00 | 202 | 0.78 | 03-31-2024 |
