Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DOYLE WEALTH MANAGEMENT | 11-15-2022 | 09-30-2022 | 204 | 1,164,018,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 201 | $273,000 | 1,665 | 0.02 | 0.02 | 80 | 5.05 | 09-30-2022 |
| AMERISOURCEBERGEN CORP | COM | 202 | $269,000 | 1,987 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
| VANGUARD WORLD FDS | UTILITIES ETF | 203 | $268,000 | 1,882 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
| ISHARES TR | MSCI EAFE ETF | 204 | $267,000 | 4,771 | 0.02 | 0.03 | -695 | -12.71 | 09-30-2022 |
