Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BALDWIN BROTHERS LLC/MA | 07-12-2024 | 06-30-2024 | 854 | 1,283,652,411 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDS | STRM INFPROIDX | 1051 | $1,408 | 29 | 0.00 | 29 | +Inf | 06-30-2024 | |
EASTMAN CHEM CO | COM | 1052 | $1,372 | 14 | 0.00 | 14 | +Inf | 06-30-2024 | |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 1053 | $1,363 | 28 | 0.00 | 28 | +Inf | 06-30-2024 | |
ESSEX PPTY TR INC | COM | 1054 | $1,361 | 5 | 0.00 | 5 | +Inf | 06-30-2024 |