Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIDGEWOOD INVESTMENTS LLC | 01-11-2024 | 12-31-2023 | 194 | 169,097,933 |
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 | $18,347,064 | 51,441 | 0.01 | 0.01 | -322 | -0.62 | 12-31-2023 |
| ISHARES TR | SHORT TREAS BD | 2 | $7,698,165 | 69,901 | 0.00 | 0.00 | 21,858 | 45.50 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 3 | $3,349,487 | 32,557 | 0.00 | 0.00 | -939 | -2.80 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $3,272,825 | 7,493 | 0.00 | 0.00 | -190 | -2.47 | 12-31-2023 |
