Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 07-30-2024 | 06-30-2024 | 227 | 973,799,087 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 1 | $109,605,315 | 2,852,825 | 0.01 | 0.01 | 28,782 | 1.02 | 06-30-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $103,159,255 | 643,099 | 0.01 | 0.01 | -1,277 | -0.20 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $83,501,446 | 223,262 | 0.01 | 0.01 | -15,225 | -6.38 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 4 | $58,553,020 | 1,005,548 | 0.01 | 0.00 | 278,817 | 38.37 | 06-30-2024 |
