Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GROUP LLC | 04-30-2024 | 03-31-2024 | 847 | 279,271,765 |
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 | $54,098,216 | 128,646 | 0.02 | 0.02 | 228 | 0.18 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 2 | $24,657,179 | 585,264 | 0.01 | 0.01 | 1,614 | 0.28 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 3 | $11,552,801 | 99,387 | 0.00 | 0.00 | -4,443 | -4.28 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 4 | $11,103,598 | 135,774 | 0.00 | 0.00 | 3,137 | 2.37 | 03-31-2024 |
