Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REDE WEALTH LLC | 01-17-2024 | 12-31-2023 | 112 | 210,796,393 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 1 | $116,121,756 | 214 | 0.06 | 0.06 | -2 | -0.93 | 12-31-2023 |
| APPLE INC | COM | 2 | $9,715,791 | 50,464 | 0.00 | 0.00 | -157 | -0.31 | 12-31-2023 |
| JOHNSON & JOHNSON | COM | 3 | $5,931,388 | 37,842 | 0.00 | 0.00 | 35 | 0.09 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 4 | $5,852,313 | 55,614 | 0.00 | 0.00 | 52,884 | 1937.14 | 12-31-2023 |
