Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERUM PARTNERS LLC | 07-15-2024 | 06-30-2024 | 153 | 309,715,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 51 | $1,993,845 | 55,477 | 0.00 | 0.00 | -1,772 | -3.10 | 06-30-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 52 | $1,983,363 | 11,368 | 0.00 | 0.00 | -1,313 | -10.35 | 06-30-2024 |
| ISHARES TR | CORE MSCI TOTAL | 53 | $1,841,088 | 27,251 | 0.00 | 0.00 | -4,169 | -13.27 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $1,720,764 | 4,230 | 0.00 | 0.00 | 69 | 1.66 | 06-30-2024 |
