Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINDSOR ADVISORY GROUP LLC | 08-14-2024 | 06-30-2024 | 50 | 49,873,708 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1 | $10,324,849 | 91,671 | 0.02 | 0.01 | 73,475 | 403.80 | 06-30-2024 |
| PAYCHEX INC | COM | 2 | $4,238,046 | 35,746 | 0.01 | 0.01 | 196 | 0.55 | 06-30-2024 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 3 | $4,037,187 | 77,149 | 0.01 | 77,149 | +Inf | 06-30-2024 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $3,231,270 | 7,943 | 0.01 | 0.01 | 823 | 11.56 | 06-30-2024 |
