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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 51 | $3,511,567 | 42,014 | 0.00 | 0.00 | -4,643 | -9.95 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 52 | $3,386,648 | 18,418 | 0.00 | 0.00 | -1,210 | -6.16 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 53 | $3,154,547 | 35,676 | 0.00 | 0.00 | -4,283 | -10.72 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 54 | $3,141,082 | 19,360 | 0.00 | 0.00 | -1,511 | -7.24 | 03-31-2024 |
