DFX Intelligence
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Allocators
H••••••, TX
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| CASH SURRENDER VALUE LIFE INSURANCE | n/a | n/a | n/a | 1 | $234,107 | Dec 31, 2024 | Reported |
| LIMITED MARKETABLE INVESTMENTS | n/a | n/a | n/a | 79 |
| Dec 31, 2024 |
| Reported |
| RECEIVABLE-REMAINDER TRUSTS | n/a | n/a | n/a | 20 | $5.5M | Dec 31, 2024 | Reported |
| MINERAL INTEREST | n/a | n/a | n/a | 0 | $1,000 | Dec 31, 2024 | Reported |