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  Name: Flagstone Financial Management
  City: Lincoln
  State: NE
  Zip: 68516
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $258,840,000
  Total Value Change : $14,707,000
  Securities Held Change : -1
   
All Securities Held : 43
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 15
  Unchanged Positions : 12
  Decreased Positions : 14

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 3 - $29.69 $20,217,000 679,097 7.81% -3,692,000 -123,752 0.052    Closed - End Fund - Debt
   (AVDV)1 Year Chart         AVDV Avantis International Small... 9 - $0.00 $10,181,000 154,586 3.93% 462,000 -946 0.098    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 11 - $0.00 $7,957,000 137,282 3.07% -2,028,000 -39,791 0.124    N/A
   (ITR)1 Year Chart         ITR SPDR Series Trust 12 - $32.55 $7,510,000 229,744 2.9% -12,893,000 -391,721 0.026    Closed - End Fund - Debt
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 14 - $412.76 $4,395,000 10,451 1.7% 645,000 -64 0.001    Property & Casualty I...
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 15 - $65.22 $3,442,000 54,001 1.33% 123,000 -916 0.06    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 17 - $423.08 $1,988,000 4,726 0.77% 188,000 -62 0    Application Software
   (SUSB)1 Year Chart         SUSB Ishares Esg 1 To 5 Year Usd... 18 - $0.00 $1,951,000 79,702 0.75% -117,000 -4,760 0.208    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware 21 - $42.22 $966,000 21,615 0.37% 22,000 -192 0.001    Domestic Regional Banks
   (WFC)1 Year Chart         WFC Wells Fargo & Co 26 - $62.34 $648,000 11,176 0.25% 97,000 -28 0    Domestic Money Center...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 27 - $202.11 $622,000 3,105 0.24% 64,000 -173 0    Domestic Money Center...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 29 - $107.16 $446,000 4,143 0.17% -13,000 -95 0    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 32 - $173.88 $422,000 2,771 0.16% -49,000 -573 0    Search Engines & Info...
   (DFIV)1 Year Chart         DFIV Dimensional International V... 37 - $37.99 $309,000 8,416 0.12% 4,000 -457 0.001    N/A
      14 Records Found
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Page 1 of 1
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