Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY CONSULTING GROUP LLC | 08-08-2024 | 06-30-2024 | 303 | 737,456,136 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $3,841,006 | 9,442 | 0.00 | 0.00 | -536 | -5.37 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $3,816,126 | 23,139 | 0.00 | 0.00 | -678 | -2.85 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 53 | $3,793,050 | 15,891 | 0.00 | 0.00 | -2,406 | -13.15 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 54 | $3,725,291 | 69,593 | 0.00 | 0.00 | 2,584 | 3.86 | 06-30-2024 |
