VIRIDIAN RIA, LLC

No.11364 Data as of 2022Q1

Latest AUM (Q1 2022)

$22.2M

QoQ Change Q4 2021

-$451.1M-95.3%

Holdings

9

New Buys

0

Adds

2

Reduces

4

Exits

77

Unchanged

3

Holdings Value Trend

Holdings by Sector

"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.

Stock	Ownership Trend	Portfolio %	Prev Q %	Q1 2022 Value	Q1 2022 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
AMAZON COM INCAMZN		34.48%	1.76%	$7.6M	2,346	$8.3M	2,497	-151-6.05%	Reduce
APPLE INCAAPL		23.82%	1.11%	$5.3M	30,260	$5.3M	29,663	+597+2.01%	Add
ALPHABET INCGOOGL		16.48%	0.83%	$3.7M	1,315	$3.9M	1,349	-34-2.52%	Reduce
BERKSHIRE HATHAWAY INC DELBRK.B		10.27%	0.42%	$2.3M	6,456	$2.0M	6,685	-229-3.43%	Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A		7.15%	0.29%	$1.6M	3	$1.4M	3	00.00%	Unchanged
AAT&T INCT		3.31%	0.16%	$734,000	31,042	$764,000	31,042	00.00%	Unchanged
AAlphabet Inc Class CGOOG		2.05%	0.1%	$455,000	163	$472,000	163	00.00%	Unchanged
AMGEN INC COMAMGN		1.41%	0.06%	$313,000	1,294	$291,000	1,293	+1+0.08%	Add
ADOBE INC COMADBE		1.03%	0.08%	$228,000	501	$361,000	636	-135-21.23%	Reduce

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow