Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SECURITY NATIONAL TRUST CO | 10-04-2021 | 09-30-2021 | 568 | 431,570,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DE | L CL B NEW | 101 | $747,000 | 2,687 | 0.17 | 0.17 | 0 | 0.00 | 09-30-2021 |
SPDR S&P MIDCAP 400 ETF T | R UTSER1 S&PDCRP | 102 | $746,000 | 1,520 | 0.17 | 0.17 | 0 | 0.00 | 09-30-2021 |
EXELON CORP | COM | 103 | $724,000 | 16,350 | 0.17 | 0.16 | 0 | 0.00 | 09-30-2021 |
RESMED INC | COM | 104 | $720,000 | 2,920 | 0.17 | 0.16 | 0 | 0.00 | 09-30-2021 |