Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WATERFRONT WEALTH INC | 01-31-2024 | 12-31-2023 | 248 | 339,208,374 |
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 | $11,321,458 | 31,743 | 0.00 | 0.00 | -32 | -0.10 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $8,788,759 | 300,676 | 0.00 | 0.00 | -11,670 | -3.74 | 12-31-2023 |
| APPLE INC | COM | 3 | $8,756,605 | 45,482 | 0.00 | 0.00 | -132 | -0.29 | 12-31-2023 |
| COMMERCE BANCSHARES INC | COM | 4 | $7,671,158 | 143,628 | 0.00 | 0.00 | 6,229 | 4.53 | 12-31-2023 |
