Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHELTER MUTUAL INSURANCE CO | 01-31-2024 | 12-31-2023 | 58 | 362,527,798 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 1 | $18,449,251 | 34 | 0.01 | 0.01 | -8 | -19.05 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 2 | $18,247,141 | 314,823 | 0.01 | 0.00 | -49,450 | -13.57 | 12-31-2023 |
| ISHARES TR | USD INV GRDE ETF | 3 | $14,909,815 | 290,980 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 4 | $11,296,451 | 160,575 | 0.00 | 0.00 | -19,850 | -11.00 | 12-31-2023 |
