Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEGMENT WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 254 | 1,316,071,093 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $76,190,096 | 293,152 | 0.01 | 0.01 | 27,680 | 10.43 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $61,137,300 | 145,385 | 0.00 | 0.00 | 8,234 | 6.00 | 03-31-2024 |
| S&P GLOBAL INC | COM | 3 | $46,706,020 | 109,780 | 0.00 | 0.00 | 86,033 | 362.29 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 4 | $45,045,240 | 71 | 0.00 | 0.00 | 1 | 1.43 | 03-31-2024 |
