Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BEAUMONT FINANCIAL PARTNERS LLC 11-14-2022 09-30-2022 302 1,042,509,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR 0-3 MNTH TREASRY 1 $174,547,000 1,740,775 16.74 16.17 -58,865 -3.27 09-30-2022
APPLE INC COM 2 $47,405,000 343,018 4.55 4.21 -13 -0.00 09-30-2022
LITMAN GREGORY FDS TR IMGP DBI MANAGED 3 $43,458,000 1,280,435 4.17 1,280,435 +Inf 09-30-2022
MICROSOFT CORP COM 4 $34,288,000 147,224 3.29 3.40 -251 -0.17 09-30-2022
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