Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 90 | 261,721,588 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 51 | $690,907 | 943 | 0.00 | 0.00 | 78 | 9.02 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 52 | $689,642 | 13,746 | 0.00 | 0.00 | 1,571 | 12.90 | 03-31-2024 |
| ELI LILLY & CO | COM | 53 | $684,579 | 880 | 0.00 | 0.00 | 61 | 7.45 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $659,375 | 1,568 | 0.00 | 0.00 | 86 | 5.80 | 03-31-2024 |
