Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAUMONT FINANCIAL ADVISORS LLC | 05-10-2024 | 03-31-2024 | 364 | 1,213,000,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 301 | $975,699 | 8,064 | 0.00 | 8,064 | +Inf | 03-31-2024 | |
| JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND | ETF | 302 | $974,151 | 19,309 | 0.00 | 19,309 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | Liquidated | $0 | 0 | 0.00 | 0.00 | -279 | -3.25 | 03-31-2024 |
| VANGUARD SMALL-CAP ETF | ETF | 304 | $922,470 | 4,035 | 0.00 | 4,035 | +Inf | 03-31-2024 |
