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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 101 | $1,224,692 | 16,510 | 0.00 | 0.00 | -489 | -2.88 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 102 | $1,224,482 | 2 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 103 | $1,195,430 | 4,789 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PIMCO ETF TR | INTER MUN BD ACT | 104 | $1,188,530 | 22,830 | 0.00 | 0.00 | 11,923 | 109.32 | 06-30-2024 |
