Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HORST & GRABEN WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 144 | 491,280,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 51 | $1,368,958 | 7,497 | 0.00 | 0.00 | -1 | -0.01 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $1,328,843 | 3,160 | 0.00 | 0.00 | 2 | 0.06 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 53 | $1,296,326 | 1,769 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
| SERVICENOW INC | COM | 54 | $1,287,694 | 1,689 | 0.00 | 1,689 | +Inf | 03-31-2024 |
