Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SBB RESEARCH GROUP LLC | 11-13-2023 | 09-30-2023 | 34 | 56,052,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR | S&P 500 ETF TR TR UNIT | 1 | $13,891,390 | 32,496 | 0.02 | 0.02 | 3,473 | 11.97 | 09-30-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $7,466,849 | 35,153 | 0.01 | 0.03 | -68,552 | -66.10 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC | DEL CL B NEW | 3 | $6,386,670 | 18,232 | 0.01 | 0.01 | -750 | -3.95 | 09-30-2023 |
| ISHARES TR | 20 YR TR BD ETF | 4 | $3,852,516 | 43,438 | 0.01 | 0.01 | 3,340 | 8.33 | 09-30-2023 |
