Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MATTHEW GOFF INVESTMENT ADVISOR LLC | 04-11-2024 | 03-31-2024 | 95 | 493,945,245 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $55,805,782 | 132,644 | 0.01 | 0.01 | -105 | -0.08 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $40,600,841 | 96,549 | 0.01 | 0.01 | 1,241 | 1.30 | 03-31-2024 |
| VISA INC | COM CL A | 3 | $19,181,849 | 68,732 | 0.00 | 0.00 | 1,445 | 2.15 | 03-31-2024 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 4 | $18,792,244 | 446,266 | 0.00 | 0.00 | -4,761 | -1.06 | 03-31-2024 |
