Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTAVISTA WEALTH MANAGEMENT INC | 11-10-2021 | 09-30-2021 | 182 | 449,806,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | COM | 1 | $57,859,000 | 503,869 | 12.86 | 12.38 | 11,808 | 2.40 | 09-30-2021 |
| Apple Computer Inc | COM | 2 | $19,585,000 | 138,410 | 4.35 | 4.10 | 1,151 | 0.84 | 09-30-2021 |
| Microsoft Corp | COM | 3 | $15,822,000 | 56,123 | 3.52 | 3.55 | -3,892 | -6.49 | 09-30-2021 |
| Berkshire Hathaway B | COM | 4 | $15,063,000 | 55,188 | 3.35 | 3.47 | -2,119 | -3.70 | 09-30-2021 |
