Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST OAK CAPITAL LLC | 07-18-2023 | 06-30-2023 | 327 | 205,861,156 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Russell Midcap Index | COM | 101 | $335,938 | 4,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Alphabet Inc Class A | COM | 102 | $335,160 | 2,800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Berkshire Hathaway Cl B | COM | 103 | $322,245 | 945 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| iShares Core S&P 500 ETF | COM | 104 | $317,346 | 712 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
