Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 04-24-2024 | 03-31-2024 | 259 | 595,684,455 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVE BETA INTERNATIONAL EQUITY ETF | ACTIVEBETA INT | 51 | $5,202,732 | 151,727 | 0.00 | 0.00 | 49,902 | 49.01 | 03-31-2024 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | US LCAP GR ETF | 52 | $5,080,038 | 54,789 | 0.00 | 0.00 | 4,953 | 9.94 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 53 | $4,949,520 | 11,770 | 0.00 | 0.00 | -89 | -0.75 | 03-31-2024 |
| BROADCOM INC COM | COM | 54 | $4,898,865 | 3,696 | 0.00 | 3,696 | +Inf | 03-31-2024 |
