Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 02-02-2024 | 12-31-2023 | 6214 | 62,907,212,202 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $276,551,765 | 775,393 | 0.00 | 0.00 | 1,338 | 0.17 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 52 | $268,927,079 | 3,569,039 | 0.00 | 0.00 | 148,970 | 4.36 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 53 | $267,554,000 | 1,570,153 | 0.00 | 0.00 | -119,052 | -7.05 | 12-31-2023 |
| BLACKROCK INC | COM | 54 | $266,508,098 | 328,293 | 0.00 | 0.00 | -68,060 | -17.17 | 12-31-2023 |
