Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERUS FINANCIAL PARTNERS INC | 10-23-2023 | 09-30-2023 | 103 | 767,539,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $636,346 | 1,844 | 0.00 | 0.00 | -81 | -4.21 | 09-30-2023 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 52 | $613,921 | 12,921 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 53 | $611,434 | 10,626 | 0.00 | 10,626 | +Inf | 09-30-2023 | |
| ISHARES TR | GRWT ALLOCAT ETF | 54 | $601,267 | 12,228 | 0.00 | 0.00 | -14 | -0.11 | 09-30-2023 |
