Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| D'ORAZIO & ASSOCIATES INC | 08-04-2023 | 06-30-2023 | 144 | 428,512,389 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 1 | $77,968,691 | 698,644 | 0.02 | 13.51 | 135,942 | 24.16 | 06-30-2023 |
| ISHARES TR | CORE DIV GRWTH | 2 | $51,992,076 | 1,008,967 | 0.01 | 8.35 | 349,462 | 52.99 | 06-30-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $45,586,646 | 206,949 | 0.01 | 11.06 | -13,647 | -6.19 | 06-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $26,757,929 | 78,469 | 0.01 | 3.76 | 26,639 | 51.40 | 06-30-2023 |
