Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 51 | $2,306,465 | 34,502 | 0.00 | 0.00 | -450 | -1.29 | 03-31-2023 |
| CISCO SYS INC | COM | 52 | $2,294,228 | 43,888 | 0.00 | 0.00 | -372 | -0.84 | 03-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $2,230,709 | 7,225 | 0.00 | 0.00 | 196 | 2.79 | 03-31-2023 |
| SALESFORCE INC | COM | 54 | $2,204,173 | 11,033 | 0.00 | 0.00 | 867 | 8.53 | 03-31-2023 |
