Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONNECTICUT WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 321 | 1,740,848,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $6,237,983 | 17,490 | 0.00 | 0.00 | 6,870 | 64.69 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 52 | $5,780,288 | 97,442 | 0.00 | 0.00 | 54,895 | 129.02 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 53 | $5,772,755 | 76,613 | 0.00 | 0.00 | 1,078 | 1.43 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 54 | $5,694,799 | 45,569 | 0.00 | 0.00 | 1 | 0.00 | 12-31-2023 |
