Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINION INVESTMENT ADVISORS LLC | 11-06-2023 | 09-30-2023 | 156 | 154,000,825 |
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 | $30,976,546 | 78,881 | 0.02 | 0.02 | 9,691 | 14.01 | 09-30-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $6,326,348 | 23,232 | 0.00 | 0.00 | 6,557 | 39.32 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $5,580,710 | 111,214 | 0.00 | 0.00 | 254 | 0.23 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $5,182,339 | 14,794 | 0.00 | 0.00 | -245 | -1.63 | 09-30-2023 |
