Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELL DONE LLC | 04-18-2024 | 03-31-2024 | 185 | 508,472,695 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 1 | $74,863,920 | 118 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $59,402,378 | 112,990 | 0.01 | 0.01 | 14,037 | 14.19 | 03-31-2024 |
| VOXX INTL CORP | CL A | 3 | $27,020,649 | 3,311,354 | 0.01 | 0.00 | 1,568,796 | 90.03 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $18,849,366 | 114,690 | 0.00 | 0.01 | -166,647 | -59.23 | 03-31-2024 |
