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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 151 | $652,183 | 11,145 | 0.00 | 0.00 | -39 | -0.35 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 152 | $646,534 | 9,683 | 0.00 | 0.00 | -85 | -0.87 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 153 | $645,607 | 7,943 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PACCAR INC | COM | 154 | $639,564 | 6,213 | 0.00 | 0.00 | -87 | -1.38 | 06-30-2024 |
