Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TLW WEALTH MANAGEMENT LLC | 01-12-2024 | 12-31-2023 | 19 | 140,377,333 |
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 | $15,445,518 | 43,306 | 0.01 | 0.01 | 72 | 0.17 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $14,151,889 | 37,634 | 0.01 | 0.01 | -2,100 | -5.29 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 3 | $13,339,588 | 94,654 | 0.01 | 0.01 | 665 | 0.71 | 12-31-2023 |
| DEERE & CO | COM | 4 | $12,850,622 | 32,137 | 0.01 | 0.01 | -20 | -0.06 | 12-31-2023 |
