Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JMG FINANCIAL GROUP LTD | 04-30-2024 | 03-31-2024 | 120 | 2,622,733,894 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | COM | 51 | $2,115,642 | 5,029 | 0.00 | 0.00 | -191 | -3.66 | 03-31-2024 |
| Vanguard Total International B | COM | 52 | $1,928,395 | 39,203 | 0.00 | 0.00 | -506 | -1.27 | 03-31-2024 |
| Berkshire Hathaway Cl B | COM | 53 | $1,653,485 | 3,932 | 0.00 | 0.00 | 102 | 2.66 | 03-31-2024 |
| iShares Core US Aggregate Bond | COM | 54 | $1,620,417 | 16,545 | 0.00 | 0.00 | 2,429 | 17.21 | 03-31-2024 |
