Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 05-07-2024 | 03-31-2024 | 236 | 959,581,573 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 1 | $110,193,916 | 2,824,043 | 0.01 | 0.01 | 60,814 | 2.20 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $104,942,863 | 644,376 | 0.01 | 0.01 | -22,160 | -3.32 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $82,086,799 | 238,487 | 0.01 | 0.01 | -26,108 | -9.87 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $51,881,162 | 671,084 | 0.01 | 0.01 | -3,726 | -0.55 | 03-31-2024 |
