Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KC INVESTMENT ADVISORS LLC 11-13-2020 09-30-2020 117 1,044,833,000,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 1 $4,195,000 82,697 6.33 6.33 0 0.00 09-30-2020
VANGUARD INDEX FDS S&P 500 ETF SHS 2 $2,380,000 8,398 3.59 3.59 0 0.00 09-30-2020
BERKSHIRE HATHAWAY INC DEL CL B NEW 3 $2,312,000 12,950 3.49 3.49 0 0.00 09-30-2020
SCHWAB STRATEGIC TR US LRG CAP ETF 4 $1,942,000 26,204 2.93 2.93 0 0.00 09-30-2020
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