Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIGSUR WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 118 | 210,088,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $1,202,980 | 7,675 | 0.00 | 0.00 | 800 | 11.64 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 52 | $1,201,642 | 1,780 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 53 | $1,190,171 | 17,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES S&P 500 UCITS ETF DI | Stock | 54 | $1,190,032 | 25,000 | 0.00 | 25,000 | +Inf | 12-31-2023 |
