Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIDGEWOOD INVESTMENTS LLC | 07-29-2024 | 06-30-2024 | 815 | 199,900,565 |
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 | $20,197,020 | 49,649 | 0.01 | 0.01 | -1,792 | -3.48 | 06-30-2024 |
| ISHARES TR | SHORT TREAS BD | 2 | $7,086,536 | 64,132 | 0.00 | 0.00 | -5,769 | -8.25 | 06-30-2024 |
| ALPHABET INC | CAP STK CL A | 3 | $4,398,854 | 24,150 | 0.00 | 0.00 | 5,096 | 26.75 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $3,727,829 | 7,454 | 0.00 | 0.00 | -39 | -0.52 | 06-30-2024 |
