Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JEPPSON WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 208 | 257,738,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 101 | $634,440 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAMPBELL SOUP CO COM | Stock | 102 | $626,810 | 14,101 | 0.00 | 0.00 | -230 | -1.60 | 03-31-2024 |
| AMBEV SA SPONSORED ADR | ADR | 103 | $622,480 | 251,000 | 0.00 | 0.00 | 38,075 | 17.88 | 03-31-2024 |
| UNILEVER PLC SPON ADR NEW | ADR | 104 | $617,981 | 12,313 | 0.00 | 0.00 | 34 | 0.28 | 03-31-2024 |
