Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVER LAKE ADVISORY LLC | 04-23-2024 | 03-31-2024 | 96 | 224,381,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 51 | $1,903,320 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | SML CP GRW ETF | 52 | $1,893,104 | 7,261 | 0.00 | 7,261 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P US VLU | 53 | $1,874,181 | 20,723 | 0.00 | 0.85 | 2,805 | 15.65 | 03-31-2024 |
| UMH PPTYS INC | COM | 54 | $1,803,846 | 111,074 | 0.00 | 0.96 | -826 | -0.74 | 03-31-2024 |
