Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED DOOR WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 195 | 518,955,286 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $31,483,333 | 74,868 | 0.01 | 0.01 | 162 | 0.22 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $25,205,159 | 406,142 | 0.00 | 0.00 | 21,557 | 5.61 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $20,927,542 | 49,742 | 0.00 | 0.00 | 2,579 | 5.47 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $20,541,273 | 22,734 | 0.00 | 0.00 | 808 | 3.69 | 03-31-2024 |
