Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MINOT WEALTH MANAGEMENT LLC 04-14-2022 03-31-2022 204 464,381,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $30,919,000 177,072 6.66 5.47 -1,774 -0.99 03-31-2022
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $28,897,000 366,295 6.22 3.26 163,115 80.28 03-31-2022
SPDR S&P 500 ETF TR TR UNIT 3 $25,807,000 57,141 5.56 4.65 6,984 13.92 03-31-2022
BERKSHIRE HATHAWAY INC DEL CL B NEW 4 $17,622,000 49,932 3.79 2.86 1,360 2.80 03-31-2022
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