Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TAGSTONE CAPITAL INC | 02-12-2024 | 12-31-2023 | 80 | 152,975,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $16,395,000 | 34,326 | 10.72 | 10.58 | 1,397 | 4.24 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 2 | $14,066,000 | 173,055 | 9.19 | 10.22 | -6,291 | -3.51 | 12-31-2023 |
| AMAZON COM INC | COM | 3 | $9,686,000 | 63,749 | 6.33 | 5.98 | 168 | 0.26 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $7,870,000 | 22,065 | 5.14 | 5.35 | 296 | 1.36 | 12-31-2023 |
