Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONNINGTON GROUP LLC | 04-14-2023 | 03-31-2023 | 234 | 384,107,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1 | $30,480,910 | 900,470 | 0.01 | 0.01 | -80,000 | -8.16 | 03-31-2023 |
| APPLE INC | COM | 2 | $20,970,549 | 126,664 | 0.01 | 0.00 | 371 | 0.29 | 03-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 3 | $17,667,360 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 4 | $12,202,338 | 23,188 | 0.00 | 0.00 | -1,581 | -6.38 | 03-31-2023 |
