Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING FINANCIAL PLANNING INC | 05-06-2024 | 03-31-2024 | 105 | 246,817,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $1,246,496 | 10,723 | 0.00 | 0.00 | -408 | -3.67 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 52 | $1,090,519 | 15,015 | 0.00 | 0.00 | -4,667 | -23.71 | 03-31-2024 |
| BECTON DICKINSON & CO | COM | 53 | $981,238 | 3,965 | 0.00 | 0.00 | -116 | -2.84 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $978,971 | 2,328 | 0.00 | 0.00 | -251 | -9.73 | 03-31-2024 |
