Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELEMENT POINTE ADVISORS LLC | 02-13-2024 | 12-31-2023 | 84 | 429,626,587 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 101 | $577,997 | 3,392 | 0.00 | 0.00 | 1,692 | 99.53 | 12-31-2023 |
| MARVELL TECHNOLOGY INC | COM | 102 | $566,371 | 9,391 | 0.00 | 0.00 | -228 | -2.37 | 12-31-2023 |
| SERVICENOW INC | COM | 103 | $547,530 | 775 | 0.00 | 0.00 | -24 | -3.00 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
