Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING INVESTMENT MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 62 | 141,834,458 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1 | $10,625,279 | 25,267 | 0.01 | 0.01 | -8,106 | -24.29 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 2 | $10,151,040 | 16 | 0.01 | 0.00 | 9 | 128.57 | 03-31-2024 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 3 | $10,050,356 | 109,481 | 0.01 | 0.00 | 41,076 | 60.05 | 03-31-2024 |
| SPDR GOLD SHARES | ETF | 4 | $7,900,882 | 38,406 | 0.01 | 0.01 | -3,546 | -8.45 | 03-31-2024 |
