Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REYNOLDS INVESTMENT MANAGEMENT INC | 07-27-2022 | 06-30-2022 | 100 | 281,228,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS | SHORT TRM BOND | 1 | $28,574,000 | 372,107 | 10.16 | 9.21 | -28,790 | -7.18 | 06-30-2022 |
ISHARES TR | CORE S&P500 ETF | 2 | $25,092,000 | 66,180 | 8.92 | 8.86 | -6 | -0.01 | 06-30-2022 |
ISHARES TR | CORE S&P MCP ETF | 3 | $15,855,000 | 70,084 | 5.64 | 5.54 | 149 | 0.21 | 06-30-2022 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $15,557,000 | 56,981 | 5.53 | 5.98 | -418 | -0.73 | 06-30-2022 |