Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILICON HILLS WEALTH MANAGEMENT LLC | 08-14-2023 | 06-30-2023 | 84 | 177,205,525 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SAN JUAN BASIN RTY TR | UNIT BEN INT | 101 | $297,850 | 40,250 | 0.00 | 40,250 | +Inf | 06-30-2023 | |
| EMERSON ELEC CO | COM | 102 | $293,768 | 3,250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | S&P 100 ETF | 103 | $290,091 | 1,401 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| INTELLIA THERAPEUTICS INC | COM | 104 | $288,804 | 7,082 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
