Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP LLC | 02-07-2024 | 12-31-2023 | 748 | 271,031,851 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 1 | $28,968,463 | 495,611 | 0.01 | 0.01 | 13,550 | 2.81 | 12-31-2023 |
| ISHARES TR | 1 3 YR TREAS BD | 2 | $20,365,774 | 248,242 | 0.01 | 0.01 | 100,733 | 68.29 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 3 | $8,368,537 | 326,386 | 0.00 | 0.00 | -92,477 | -22.08 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $8,314,815 | 23,313 | 0.00 | 0.00 | -680 | -2.83 | 12-31-2023 |
