Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 499 | 224,001,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 151 | $501,344 | 4,195 | 0.00 | 4,195 | +Inf | 03-31-2024 | |
| Berkshire Hathaway B New | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 153 | $496,321 | 3,260 | 0.00 | 3,260 | +Inf | 03-31-2024 | |
| ABBOTT LABS | COM | 154 | $494,307 | 4,349 | 0.00 | 0.00 | -523 | -10.73 | 03-31-2024 |
