Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RIVERVIEW CAPITAL ADVISERS LLC | 05-14-2024 | 03-31-2024 | 80 | 290,488,657 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | SMALL CP ETF | 1 | $21,688,907 | 94,881 | 0.01 | 0.01 | 899 | 0.96 | 03-31-2024 |
AMAZON COM INC | COM | 2 | $18,529,367 | 102,724 | 0.01 | 0.01 | -1,300 | -1.25 | 03-31-2024 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $17,652,169 | 41,977 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
APPLE INC | COM | 4 | $17,427,599 | 101,631 | 0.01 | 0.01 | -8,729 | -7.91 | 03-31-2024 |