Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOLITUDE FINANCIAL SERVICES | 04-22-2024 | 03-31-2024 | 36 | 217,199,588 |
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 | $33,986,478 | 80,820 | 0.02 | 0.01 | 4,970 | 6.55 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $30,279,330 | 57,888 | 0.01 | 0.02 | 102 | 0.18 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 3 | $29,280,856 | 513,429 | 0.01 | 0.00 | 484,570 | 1679.09 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 4 | $19,625,248 | 291,219 | 0.01 | 0.00 | 269,017 | 1211.68 | 03-31-2024 |
