Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED MOUNTAIN FINANCIAL LLC | 03-11-2024 | 12-31-2023 | 62 | 64,703,365 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $8,310,461 | 109,161 | 0.01 | 109,161 | +Inf | 12-31-2023 | |
| APPLE INC | COM | 2 | $4,183,422 | 21,729 | 0.01 | 21,729 | +Inf | 12-31-2023 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $3,426,433 | 9,607 | 0.01 | 9,607 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4 | $3,269,876 | 42,455 | 0.01 | 42,455 | +Inf | 12-31-2023 |
