Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINION INVESTMENT ADVISORS LLC | 05-09-2024 | 03-31-2024 | 149 | 192,661,615 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $49,843,703 | 103,690 | 0.03 | 0.02 | 24,809 | 31.45 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $13,899,918 | 40,383 | 0.01 | 0.00 | 17,151 | 73.82 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $6,698,044 | 15,928 | 0.00 | 0.00 | 1,134 | 7.67 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $6,697,753 | 29,300 | 0.00 | 0.00 | 7,539 | 34.64 | 03-31-2024 |
