Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BERRY GROUP LLC 11-13-2020 09-30-2020 111 186,192,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS GROWTH ETF 1 $18,229,000 80,089 9.79 9.95 588 0.74 09-30-2020
APPLE INC COM 2 $12,362,000 106,745 6.64 5.76 81,262 318.89 09-30-2020
VANGUARD INDEX FDS VALUE ETF 3 $9,065,000 86,741 4.87 3.50 29,953 52.75 09-30-2020
ISHARES TR RUS 1000 GRW ETF 4 $6,819,000 31,441 3.66 3.66 638 2.07 09-30-2020
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