Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RHS FINANCIAL LLC | 01-18-2024 | 12-31-2023 | 102 | 158,024,389 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 101 | $359,513 | 1,008 | 0.00 | 0.00 | 34 | 3.49 | 12-31-2023 |
| INTUIT | COM | 102 | $331,266 | 530 | 0.00 | 0.00 | -55 | -9.40 | 12-31-2023 |
| ORACLE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | ESG SCRND S&P500 | 104 | $323,515 | 8,891 | 0.00 | 0.00 | 45 | 0.51 | 12-31-2023 |
