Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELL DONE LLC | 07-18-2024 | 06-30-2024 | 179 | 481,270,404 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 1 | $70,407,715 | 115 | 0.01 | 0.01 | -3 | -2.54 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $62,547,302 | 114,299 | 0.01 | 0.01 | 1,309 | 1.16 | 06-30-2024 |
| ISHARES TR | MSCI USA MIN VOL | 3 | $18,077,539 | 215,312 | 0.00 | 0.00 | -3,417 | -1.56 | 06-30-2024 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $17,935,991 | 105,037 | 0.00 | 0.00 | -9,653 | -8.42 | 06-30-2024 |
